Fuller & Thaler Asset Management
DY icon

Fuller & Thaler Asset Management’s Dycom Industries DY Stock Holding History

Fuller & Thaler 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 		$78.7M Buy
+155,711
New +$68.1M 0.21% 166
2023
Q4 		– Sell
-127,984
Closed -$11.4M – 530
2023
Q3 		$11.4M Buy
127,984
+8,782
+7% +$876K 0.07% 243
2023
Q2 		$13.5M Buy
119,202
+12,208
+11% +$1.21M 0.08% 208
2023
Q1 		$10M Buy
+106,994
New +$9.94M 0.06% 238
2018
Q4 		– Sell
-5
Closed – – 467
2018
Q3 		$0 Hold
5
– – ﹤0.01% 539
2018
Q2 		$0 Hold
5
– – ﹤0.01% 761
2018
Q1 		$1K Hold
5
– – ﹤0.01% 755
2017
Q4 		$1K Hold
5
– – ﹤0.01% 723
2017
Q3 		$0 Hold
5
– – ﹤0.01% 708
2017
Q2 		$0 Hold
5
– – ﹤0.01% 694
2017
Q1 		$0 Hold
5
– – ﹤0.01% 706
2016
Q4 		$0 Sell
5
-237,261
-100% -$19.2M ﹤0.01% 740
2016
Q3 		$19.4M Sell
237,266
-114,360
-33% -$10.1M 0.32% 83
2016
Q2 		$31.6M Sell
351,626
-41,160
-10% -$3.11M 0.54% 69
2016
Q1 		$25.4M Buy
392,786
+80,841
+26% +$4.93M 0.49% 69
2015
Q4 		$21.8M Buy
311,945
+6,514
+2% +$518K 0.47% 70
2015
Q3 		$22.1M Sell
305,431
-186,567
-38% -$12.9M 0.57% 59
2015
Q2 		$29M Buy
491,998
+2,026
+0.4% +$107K 0.82% 44
2015
Q1 		$23.9M Buy
489,972
+82,394
+20% +$3.24M 0.76% 45
2014
Q4 		$14.3M Buy
407,578
+93,168
+30% +$2.79M 0.52% 63
2014
Q3 		$9.66M Buy
314,410
+44,171
+16% +$1.35M 0.41% 63
2014
Q2 		$8.46M Sell
270,239
-10,061
-4% -$313K 0.36% 82
2014
Q1 		$8.86M Buy
280,300
+78,800
+39% +$2.26M 0.43% 78
2013
Q4 		$5.6M Buy
201,500
+54,200
+37% +$1.55M 0.31% 118
2013
Q3 		$4.12M Buy
147,300
+42,200
+40% +$1.1M 0.25% 150
2013
Q2 		$2.43M Buy
+105,100
New +$2.18M 0.17% 173

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

Fuller & Thaler Asset Management's DY Position: Q2 2026 in Review

Fuller & Thaler Asset Management opened a new position in Dycom Industries (DY) in Q2 2026: 155,711 shares worth $78.7M. The stake represents 0.21% of the portfolio and ranks #166 among its holdings. This is a return to the name: Fuller & Thaler Asset Management previously reported a position in DY as recently as Q3 2023.

Fuller & Thaler Asset Management first reported a position in DY in Q2 2013 and has held it in 26 quarters since. 621 funds tracked by Wall St. Rank hold DY as of Q2 2026.

  • Fuller & Thaler Asset Management held 155,711 shares of Dycom Industries worth $78.7M as of Q2 2026.
  • Dycom Industries was a new Fuller & Thaler Asset Management position in Q2 2026.
  • Dycom Industries made up 0.21% of Fuller & Thaler Asset Management's portfolio in Q2 2026, its #166 holding.
  • Fuller & Thaler Asset Management first reported a position in Dycom Industries in Q2 2013 and has held it in 26 quarters since.
  • 621 funds tracked by Wall St. Rank held Dycom Industries as of Q2 2026.

Based on Fuller & Thaler Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.