Blueshift Asset Management’s Dycom Industries DY Stock Holding History

Blueshift 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	$216K	Sell	428 -1,758	-80%	-$768K	0.05%	485
2026 Q1	$741K	Buy	+2,186	New	+$821K	0.22%	117
2025 Q2	–	Sell	-2,102	Closed	-$320K	–	485
2025 Q1	$320K	Buy	+2,102	New	+$362K	0.13%	249
2022 Q2	–	Sell	-7,439	Closed	-$709K	–	764
2022 Q1	$709K	Buy	+7,439	New	+$681K	0.06%	337
2021 Q4	–	Sell	-6,515	Closed	-$464K	–	941
2021 Q3	$464K	Buy	6,515 +1,249	+24%	+$88.3K	0.03%	657
2021 Q2	$392K	Buy	+5,266	New	+$454K	0.02%	643
2020 Q1	–	Sell	-9,448	Closed	-$445K	–	326
2019 Q4	$445K	Buy	+9,448	New	+$460K	0.05%	484
2019 Q1	–	Sell	-5,127	Closed	-$277K	–	766
2018 Q4	$277K	Buy	+5,127	New	+$345K	0.05%	506

Other funds holding DY

Peconic Partners New York $8.04B AUM 107.18% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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 Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

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

Blueshift Asset Management reduced its Dycom Industries (DY) stake by 80% in Q2 2026, selling an estimated $768K and leaving 428 shares worth $216K. The position accounts for 0.05% of the portfolio, ranked #485.

Blueshift Asset Management first reported a position in DY in Q4 2018 and has held it in 8 quarters since. The position peaked at $741K in Q1 2026. 618 funds tracked by Wall St. Rank hold DY as of Q2 2026.

Blueshift Asset Management held 428 shares of Dycom Industries worth $216K as of Q2 2026.
Blueshift Asset Management sold 1,758 Dycom Industries shares in Q2 2026, an estimated $768K.
Dycom Industries made up 0.05% of Blueshift Asset Management's portfolio in Q2 2026, its #485 holding.
Blueshift Asset Management first reported a position in Dycom Industries in Q4 2018 and has held it in 8 quarters since.
Blueshift Asset Management's Dycom Industries position peaked at $741K in Q1 2026.
618 funds tracked by Wall St. Rank held Dycom Industries as of Q2 2026.

Based on Blueshift Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.