Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Search
Sign in
Sign up
CWP
Concord Wealth Partners’s
Dycom Industries
DY
Stock Holding History
Concord Wealth Partners’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
–
Sell
-410
Closed
-$138K
–
349
2025
Q4
$138K
Hold
410
–
–
0.02%
226
2025
Q3
$120K
Buy
410
+171
+72%
+$44.9K
0.02%
240
2025
Q2
$58.4K
Hold
239
–
–
0.01%
326
2025
Q1
$36.4K
Hold
239
–
–
0.01%
370
2024
Q4
$41.6K
Hold
239
–
–
0.01%
356
2024
Q3
$47.1K
Hold
239
–
–
0.01%
346
2024
Q2
$40.3K
Hold
239
–
–
0.01%
338
2024
Q1
$34.3K
Hold
239
–
–
0.01%
411
2023
Q4
$27.5K
Hold
239
–
–
0.01%
439
2023
Q3
$21.3K
Hold
239
–
–
﹤0.01%
500
2023
Q2
$27.2K
Hold
239
–
–
0.01%
458
2023
Q1
$22.4K
Sell
239
-3
-1%
-$279
0.01%
470
2022
Q4
$22.7K
Buy
+242
New
+$24.4K
0.01%
505
2022
Q3
–
Sell
-244
Closed
-$23K
–
412
2022
Q2
$23K
Hold
244
–
–
0.01%
513
2022
Q1
$23K
Sell
244
-1
-0.4%
-$92
0.01%
603
2021
Q4
$23K
Hold
245
–
–
0.01%
612
2021
Q3
$17K
Hold
245
–
–
0.01%
401
2021
Q2
$18K
Hold
245
–
–
0.01%
523
2021
Q1
$23K
Sell
245
-21,456
-99%
-$1.86M
0.01%
452
2020
Q4
$1.64M
Buy
+21,701
New
+$1.5M
1.26%
13
Other funds holding DY
PP
Peconic Partners
New York
$5.78B AUM
127.23%
1-Year Est. Return
BlackRock
New York
$5.7T 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
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
Boston, Massachusetts
$1.9T AUM
41.92%
1-Year Est. Return
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
Millennium Management
New York
$134B AUM
35.51%
1-Year Est. Return
First Trust Advisors
Wheaton, Illinois
$140B AUM
27.84%
1-Year Est. Return
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
Close