CWM
DY icon

Congress Wealth Management’s Dycom Industries DY Stock Holding History

Congress Wealth 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
2025
Q2 		$574K Sell
2,347
-6,991
-75% -$1.38M 0.01% 876
2025
Q1 		$1.42M Buy
9,338
+91
+1% +$15.7K 0.02% 557
2024
Q4 		$1.61M Sell
9,247
-11,557
-56% -$2.14M 0.02% 441
2024
Q3 		$4.1M Buy
20,804
+7,395
+55% +$1.33M 0.05% 321
2024
Q2 		$2.26M Buy
+13,409
New +$2.09M 0.04% 337

Other funds holding DY

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
PP
Peconic Partners New York $5.78B AUM 127.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Millennium Management
Millennium Management New York $134B AUM 35.51% 1-Year Est. Return
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return