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Campbell Newman Asset Management’s Dycom Industries DY Stock Holding History

Campbell Newman 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 		$6.58M Sell
13,019
-1,476
-10% -$645K 0.49% 34
2026
Q1 		$4.91M Buy
14,495
+219
+2% +$82.3K 0.4% 38
2025
Q4 		$4.82M Sell
14,276
-539
-4% -$170K 0.35% 40
2025
Q3 		$4.32M Buy
14,815
+60
+0.4% +$15.7K 0.32% 45
2025
Q2 		$3.61M Buy
14,755
+980
+7% +$193K 0.29% 41
2025
Q1 		$2.1M Sell
13,775
-65
-0.5% -$11.2K 0.18% 62
2024
Q4 		$2.41M Sell
13,840
-80
-0.6% -$14.8K 0.19% 55
2024
Q3 		$2.74M Sell
13,920
-230
-2% -$41.5K 0.21% 51
2024
Q2 		$2.39M Sell
14,150
-63
-0.4% -$9.83K 0.19% 52
2024
Q1 		$2.04M Buy
14,213
+330
+2% +$40.6K 0.17% 57
2023
Q4 		$1.6M Buy
13,883
+56
+0.4% +$5.32K 0.14% 68
2023
Q3 		$1.23M Sell
13,827
-242
-2% -$24.1K 0.12% 80
2023
Q2 		$1.6M Buy
14,069
+306
+2% +$30.2K 0.14% 63
2023
Q1 		$1.29M Buy
13,763
+120
+0.9% +$11.2K 0.13% 74
2022
Q4 		$1.28M Buy
13,643
+433
+3% +$43.6K 0.13% 72
2022
Q3 		$1.26M Buy
13,210
+315
+2% +$33K 0.14% 67
2022
Q2 		$1.2M Buy
12,895
+556
+5% +$49.6K 0.13% 66
2022
Q1 		$1.18M Buy
12,339
+236
+2% +$21.6K 0.11% 79
2021
Q4 		$1.14M Buy
12,103
+322
+3% +$27.2K 0.1% 84
2021
Q3 		$839K Buy
11,781
+613
+5% +$43.3K 0.09% 93
2021
Q2 		$832K Buy
11,168
+569
+5% +$49K 0.08% 97
2021
Q1 		$984K Buy
10,599
+494
+5% +$42.8K 0.1% 87
2020
Q4 		$763K Buy
10,105
+751
+8% +$51.8K 0.09% 96
2020
Q3 		$494K Buy
9,354
+169
+2% +$8.19K 0.06% 104
2020
Q2 		$376K Buy
9,185
+81
+0.9% +$2.8K 0.05% 109
2020
Q1 		$234K Sell
9,104
-382
-4% -$13.5K 0.04% 112
2019
Q4 		$447K Sell
9,486
-60
-0.6% -$2.92K 0.06% 109
2019
Q3 		$487K Sell
9,546
-74
-0.8% -$3.73K 0.07% 105
2019
Q2 		$566K Buy
9,620
+626
+7% +$32K 0.08% 101
2019
Q1 		$413K Buy
8,994
+214
+2% +$11.7K 0.06% 112
2018
Q4 		$474K Buy
8,780
+908
+12% +$61K 0.08% 98
2018
Q3 		$666K Buy
7,872
+407
+5% +$35.2K 0.1% 89
2018
Q2 		$706K Buy
7,465
+341
+5% +$34.9K 0.11% 80
2018
Q1 		$767K Buy
7,124
+307
+5% +$34.9K 0.13% 72
2017
Q4 		$760K Buy
6,817
+1,250
+22% +$121K 0.13% 76
2017
Q3 		$478K Buy
5,567
+713
+15% +$60.1K 0.09% 85
2017
Q2 		$435K Buy
4,854
+222
+5% +$21.5K 0.08% 87
2017
Q1 		$431K Buy
4,632
+559
+14% +$47.4K 0.08% 82
2016
Q4 		$327K Buy
4,073
+445
+12% +$36K 0.06% 87
2016
Q3 		$297K Buy
+3,628
New +$320K 0.05% 86

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

Campbell Newman Asset Management's DY Position: Q2 2026 in Review

Campbell Newman Asset Management reduced its Dycom Industries (DY) stake by 10% in Q2 2026, selling an estimated $645K and leaving 13,019 shares worth $6.58M. The position accounts for 0.49% of the portfolio, ranked #34.

Campbell Newman Asset Management first reported a position in DY in Q3 2016 and has held it in 40 quarters since. 618 funds tracked by Wall St. Rank hold DY as of Q2 2026.

  • Campbell Newman Asset Management held 13,019 shares of Dycom Industries worth $6.58M as of Q2 2026.
  • Campbell Newman Asset Management sold 1,476 Dycom Industries shares in Q2 2026, an estimated $645K.
  • Dycom Industries made up 0.49% of Campbell Newman Asset Management's portfolio in Q2 2026, its #34 holding.
  • Campbell Newman Asset Management first reported a position in Dycom Industries in Q3 2016 and has held it in 40 quarters since.
  • 618 funds tracked by Wall St. Rank held Dycom Industries as of Q2 2026.

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