Asset Management One
DY icon

Asset Management One’s Dycom Industries DY Stock Holding History

Asset Management One’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
Q1 		$5.94M Sell
17,541
-3,052
-15% -$1.15M 0.02% 562
2025
Q4 		$7.07M Sell
20,593
-5,137
-20% -$1.62M 0.02% 551
2025
Q3 		$7.51M Sell
25,730
-1,515
-6% -$398K 0.02% 528
2025
Q2 		$6.66M Sell
27,245
-3,401
-11% -$669K 0.02% 550
2025
Q1 		$4.67M Buy
30,646
+5
+0% +$861 0.02% 623
2024
Q4 		$5.37M Buy
30,641
+14,311
+88% +$2.65M 0.02% 597
2024
Q3 		$3.22M Buy
+16,330
New +$2.95M 0.01% 695
2020
Q1 		– Sell
-9,903
Closed -$467K – 1063
2019
Q4 		$467K Sell
9,903
-2,596
-21% -$126K ﹤0.01% 949
2019
Q3 		$638K Hold
12,499
– – ﹤0.01% 912
2019
Q2 		$736K Hold
12,499
– – ﹤0.01% 928
2019
Q1 		$574K Hold
12,499
– – ﹤0.01% 939
2018
Q4 		$658K Sell
12,499
-7,294
-37% -$490K ﹤0.01% 921
2018
Q3 		$1.66M Sell
19,793
-7,354
-27% -$636K ﹤0.01% 838
2018
Q2 		$2.56M Hold
27,147
– – 0.01% 805
2018
Q1 		$2.92M Hold
27,147
– – 0.01% 795
2017
Q4 		$3.09M Sell
27,147
-6,449
-19% -$622K 0.01% 807
2017
Q3 		$2.86M Hold
33,596
– – 0.01% 808
2017
Q2 		$2.98M Sell
33,596
-13,661
-29% -$1.32M 0.01% 761
2017
Q1 		$4.4M Buy
+47,257
New +$4.01M 0.01% 717

Other funds holding DY

PP
Peconic Partners New York $5.78B AUM 127.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
HCC
Hill City Capital Boston, Massachusetts $2.8B AUM 79.27% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Asset Management One's DY Position: Q1 2026 in Review

Asset Management One reduced its Dycom Industries (DY) stake by 15% in Q1 2026, selling an estimated $1.15M and leaving 17,541 shares worth $5.94M. The position accounts for 0.02% of the portfolio, ranked #562.

Asset Management One first reported a position in DY in Q1 2017 and has held it in 19 quarters since. The position peaked at $7.51M in Q3 2025. 516 funds tracked by Wall St. Rank hold DY as of Q1 2026.

  • Asset Management One held 17,541 shares of Dycom Industries worth $5.94M as of Q1 2026.
  • Asset Management One sold 3,052 Dycom Industries shares in Q1 2026, an estimated $1.15M.
  • Dycom Industries made up 0.02% of Asset Management One's portfolio in Q1 2026, its #562 holding.
  • Asset Management One first reported a position in Dycom Industries in Q1 2017 and has held it in 19 quarters since.
  • Asset Management One's Dycom Industries position peaked at $7.51M in Q3 2025.
  • 516 funds tracked by Wall St. Rank held Dycom Industries as of Q1 2026.

Based on Asset Management One's 13F filing for Q1 2026, filed 8 May 2026.