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Caldwell Trust’s Dycom Industries DY Stock Holding History

Caldwell Trust’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 		– Sell
-250
Closed -$84.7K – 823
2026
Q1 		$84.7K Hold
250
– – 0.01% 423
2025
Q4 		$84.5K Hold
250
– – 0.01% 411
2025
Q3 		$72.9K Hold
250
– – 0.01% 424
2025
Q2 		$61.1K Hold
250
– – 0.01% 438
2025
Q1 		$38.1K Sell
250
-250
-50% -$43.1K ﹤0.01% 489
2024
Q4 		$87K Hold
500
– – 0.01% 391
2024
Q3 		$98.5K Hold
500
– – 0.01% 379
2024
Q2 		$84.4K Hold
500
– – 0.01% 398
2024
Q1 		$71.8K Hold
500
– – 0.01% 415
2023
Q4 		$57.5K Hold
500
– – 0.01% 431
2023
Q3 		$44.5K Hold
500
– – 0.01% 456
2023
Q2 		$56.8K Hold
500
– – 0.01% 430
2023
Q1 		$46.8K Hold
500
– – 0.01% 448
2022
Q4 		$46.8K Hold
500
– – 0.01% 432
2022
Q3 		$47.8K Hold
500
– – 0.01% 435
2022
Q2 		$46.5K Hold
500
– – 0.01% 453
2022
Q1 		$47.6K Hold
500
– – 0.01% 468
2021
Q4 		$46.9K Hold
500
– – 0.01% 472
2021
Q3 		$35.6K Hold
500
– – ﹤0.01% 494
2021
Q2 		$37.3K Hold
500
– – ﹤0.01% 493
2021
Q1 		$46.4K Hold
500
– – 0.01% 442
2020
Q4 		$37.8K Hold
500
– – 0.01% 453
2020
Q3 		$26.4K Hold
500
– – ﹤0.01% 497
2020
Q2 		$20.4K Hold
500
– – ﹤0.01% 542
2020
Q1 		$12.8K Hold
500
– – ﹤0.01% 601
2019
Q4 		$23.6K Buy
+500
New +$24.3K ﹤0.01% 567

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

Caldwell Trust's DY Position: Q2 2026 in Review

Caldwell Trust sold out of Dycom Industries (DY) in Q2 2026, closing a stake of 250 shares — an estimated $84.7K sold.

Caldwell Trust first reported a position in DY in Q4 2019 and held it in 26 quarters. The position peaked at $98.5K in Q3 2024. 621 funds tracked by Wall St. Rank hold DY as of Q2 2026.

  • Caldwell Trust reported no remaining Dycom Industries position as of Q2 2026 after selling out during the quarter.
  • Caldwell Trust sold 250 Dycom Industries shares in Q2 2026, an estimated $84.7K.
  • Caldwell Trust first reported a position in Dycom Industries in Q4 2019 and held it in 26 quarters.
  • Caldwell Trust's Dycom Industries position peaked at $98.5K in Q3 2024.
  • 621 funds tracked by Wall St. Rank held Dycom Industries as of Q2 2026.

Based on Caldwell Trust's 13F filing for Q2 2026, filed 3 Aug 2026.