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AMI Asset Management’s Dycom Industries DY Stock Holding History

AMI Asset Management’s Portfolio DY Stock Details DY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.12M Sell
2,220
-83
-4% -$36.3K 0.06% 49
2026
Q1 		$780K Buy
2,303
+959
+71% +$360K 0.05% 66
2025
Q4 		$454K Buy
+1,344
New +$424K 0.03% 84

Other funds holding DY

PP
Peconic Partners New York $8.04B AUM 107.18% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
HCC
Hill City Capital Boston, Massachusetts $4.28B AUM 80.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

AMI Asset Management's DY Position: Q2 2026 in Review

AMI Asset Management reduced its Dycom Industries (DY) stake by 3.6% in Q2 2026, selling an estimated $36.3K and leaving 2,220 shares worth $1.12M. The position accounts for 0.06% of the portfolio, ranked #49.

AMI Asset Management first reported a position in DY in Q4 2025 and has held it in 3 quarters since. 621 funds tracked by Wall St. Rank hold DY as of Q2 2026.

  • AMI Asset Management held 2,220 shares of Dycom Industries worth $1.12M as of Q2 2026.
  • AMI Asset Management sold 83 Dycom Industries shares in Q2 2026, an estimated $36.3K.
  • Dycom Industries made up 0.06% of AMI Asset Management's portfolio in Q2 2026, its #49 holding.
  • AMI Asset Management first reported a position in Dycom Industries in Q4 2025 and has held it in 3 quarters since.
  • 621 funds tracked by Wall St. Rank held Dycom Industries as of Q2 2026.

Based on AMI Asset Management's 13F filing for Q2 2026, filed 21 Jul 2026.