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Heritage Wealth Advisors’s Dycom Industries DY Stock Holding History

Heritage Wealth Advisors’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 		$8.42K Buy
+17
New +$7.43K ﹤0.01% 533
2021
Q3 		– Sell
-1,775
Closed -$132K – 545
2021
Q2 		$132K Buy
+1,775
New +$153K 0.01% 230
2019
Q3 		– Sell
-500
Closed -$29.4K – 441
2019
Q2 		$29.4K Hold
500
– – ﹤0.01% 306
2019
Q1 		$23K Hold
500
– – ﹤0.01% 293
2018
Q4 		$27K Hold
500
– – 0.01% 235
2018
Q3 		$42K Buy
+500
New +$43.3K 0.01% 206

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

Heritage Wealth Advisors's DY Position: Q2 2026 in Review

Heritage Wealth Advisors opened a new position in Dycom Industries (DY) in Q2 2026: 17 shares worth $8.42K. The stake represents ﹤0.01% of the portfolio and ranks #533 among its holdings. This is a return to the name: Heritage Wealth Advisors previously reported a position in DY as recently as Q2 2021.

Heritage Wealth Advisors first reported a position in DY in Q3 2018 and has held it in 6 quarters since. The position peaked at $132K in Q2 2021. 621 funds tracked by Wall St. Rank hold DY as of Q2 2026.

  • Heritage Wealth Advisors held 17 shares of Dycom Industries worth $8.42K as of Q2 2026.
  • Dycom Industries was a new Heritage Wealth Advisors position in Q2 2026.
  • Dycom Industries made up ﹤0.01% of Heritage Wealth Advisors's portfolio in Q2 2026, its #533 holding.
  • Heritage Wealth Advisors first reported a position in Dycom Industries in Q3 2018 and has held it in 6 quarters since.
  • Heritage Wealth Advisors's Dycom Industries position peaked at $132K in Q2 2021.
  • 621 funds tracked by Wall St. Rank held Dycom Industries as of Q2 2026.

Based on Heritage Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.