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Forum Financial Management’s Dycom Industries DY Stock Holding History

Forum Financial 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
Q1 		– Sell
-1,093
Closed -$369K – 527
2025
Q4 		$369K Hold
1,093
– – ﹤0.01% 637
2025
Q3 		$319K Buy
1,093
+90
+9% +$23.6K ﹤0.01% 705
2025
Q2 		$245K Buy
+1,003
New +$197K ﹤0.01% 782

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 Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Forum Financial Management's DY Position: Q1 2026 in Review

Forum Financial Management sold out of Dycom Industries (DY) in Q1 2026, closing a stake of 1,093 shares — an estimated $369K sold.

Forum Financial Management first reported a position in DY in Q2 2025 and held it in 3 quarters. The position peaked at $369K in Q4 2025. 517 funds tracked by Wall St. Rank hold DY as of Q1 2026.

  • Forum Financial Management reported no remaining Dycom Industries position as of Q1 2026 after selling out during the quarter.
  • Forum Financial Management sold 1,093 Dycom Industries shares in Q1 2026, an estimated $369K.
  • Forum Financial Management first reported a position in Dycom Industries in Q2 2025 and held it in 3 quarters.
  • Forum Financial Management's Dycom Industries position peaked at $369K in Q4 2025.
  • 517 funds tracked by Wall St. Rank held Dycom Industries as of Q1 2026.

Based on Forum Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.