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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 $6.73T AUM 46.02% 1-Year Est. Return
PP
Peconic Partners New York $8.04B AUM 107.18% 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 $276B AUM 44.8% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
HCC
Hill City Capital Boston, Massachusetts $4.28B AUM 80.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Congress Wealth Management's DY Position: Q2 2025 in Review

Congress Wealth Management reduced its Dycom Industries (DY) stake by 75% in Q2 2025, selling an estimated $1.38M and leaving 2,347 shares worth $574K. The position accounts for 0.01% of the portfolio, ranked #876.

Congress Wealth Management first reported a position in DY in Q2 2024 and has held it in 5 quarters since. The position peaked at $4.1M in Q3 2024. 405 funds tracked by Wall St. Rank hold DY as of Q2 2025.

  • Congress Wealth Management held 2,347 shares of Dycom Industries worth $574K as of Q2 2025.
  • Congress Wealth Management sold 6,991 Dycom Industries shares in Q2 2025, an estimated $1.38M.
  • Dycom Industries made up 0.01% of Congress Wealth Management's portfolio in Q2 2025, its #876 holding.
  • Congress Wealth Management first reported a position in Dycom Industries in Q2 2024 and has held it in 5 quarters since.
  • Congress Wealth Management's Dycom Industries position peaked at $4.1M in Q3 2024.
  • 405 funds tracked by Wall St. Rank held Dycom Industries as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.