Logan Capital Management’s Dycom Industries DY Stock Holding History

Logan Capital 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	-7,200	Closed	-$2.7M	–	347
2025 Q4	$2.43M	Hold	7,200	–	–	0.1%	161
2025 Q3	$2.1M	Hold	7,200	–	–	0.09%	165
2025 Q2	$1.76M	Hold	7,200	–	–	0.08%	168
2025 Q1	$1.1M	Hold	7,200	–	–	0.05%	213
2024 Q4	$1.25M	Hold	7,200	–	–	0.05%	206
2024 Q3	$1.42M	Hold	7,200	–	–	0.06%	203
2024 Q2	$1.22M	Hold	7,200	–	–	0.05%	201
2024 Q1	$1.03M	Hold	7,200	–	–	0.04%	214
2023 Q4	$829K	Hold	7,200	–	–	0.04%	221
2023 Q3	$641K	Hold	7,200	–	–	0.03%	230
2023 Q2	$818K	Hold	7,200	–	–	0.04%	221
2023 Q1	$674K	Hold	7,200	–	–	0.03%	240
2022 Q4	$674K	Hold	7,200	–	–	0.03%	234
2022 Q3	$688K	Hold	7,200	–	–	0.04%	226
2022 Q2	$670K	Hold	7,200	–	–	0.04%	232
2022 Q1	$686K	Hold	7,200	–	–	0.03%	240
2021 Q4	$675K	Hold	7,200	–	–	0.03%	244
2021 Q3	$513K	Hold	7,200	–	–	0.02%	253
2021 Q2	$537K	Hold	7,200	–	–	0.03%	250
2021 Q1	$669K	Hold	7,200	–	–	0.03%	234
2020 Q4	$544K	Hold	7,200	–	–	0.03%	264
2020 Q3	$380K	Hold	7,200	–	–	0.02%	326
2020 Q2	$294K	Buy	+7,200	New	+$249K	0.02%	269
2020 Q1	–	Sell	-7,975	Closed	-$376K	–	310
2019 Q4	$376K	Hold	7,975	–	–	0.02%	271
2019 Q3	$407K	Hold	7,975	–	–	0.02%	264
2019 Q2	$469K	Sell	7,975 -1,000	-11%	-$51.2K	0.03%	255
2019 Q1	$412K	Sell	8,975 -7,431	-45%	-$407K	0.03%	263
2018 Q4	$887K	Sell	16,406 -41,392	-72%	-$2.78M	0.07%	180
2018 Q3	$4.89M	Sell	57,798 -1,926	-3%	-$167K	0.32%	81
2018 Q2	$5.64M	Buy	59,724 +628	+1%	+$64.3K	0.39%	73
2018 Q1	$6.36M	Sell	59,096 -1,497	-2%	-$170K	0.45%	69
2017 Q4	$6.75M	Sell	60,593 -2,961	-5%	-$286K	0.47%	63
2017 Q3	$5.46M	Buy	63,554 +1,039	+2%	+$87.6K	0.39%	74
2017 Q2	$5.6M	Buy	62,515 +683	+1%	+$66.2K	0.42%	74
2017 Q1	$5.75M	Buy	61,832 +9,834	+19%	+$835K	0.44%	71
2016 Q4	$4.17M	Buy	51,998 +1,194	+2%	+$96.6K	0.34%	80
2016 Q3	$4.16M	Buy	+50,804	New	+$4.48M	0.34%	78

Other funds holding DY

Peconic Partners New York $5.78B AUM 127.23% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Logan Capital Management's DY Position: Q1 2026 in Review

Logan Capital Management sold out of Dycom Industries (DY) in Q1 2026, closing a stake of 7,200 shares — an estimated $2.7M sold.

Logan Capital Management first reported a position in DY in Q3 2016 and held it in 37 quarters. The position peaked at $6.75M in Q4 2017. 516 funds tracked by Wall St. Rank hold DY as of Q1 2026.

Logan Capital Management reported no remaining Dycom Industries position as of Q1 2026 after selling out during the quarter.
Logan Capital Management sold 7,200 Dycom Industries shares in Q1 2026, an estimated $2.7M.
Logan Capital Management first reported a position in Dycom Industries in Q3 2016 and held it in 37 quarters.
Logan Capital Management's Dycom Industries position peaked at $6.75M in Q4 2017.
516 funds tracked by Wall St. Rank held Dycom Industries as of Q1 2026.

Based on Logan Capital Management's 13F filing for Q1 2026, filed 8 May 2026.