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	$2.44M	Buy	+7,200	New	+$2.7M	0.11%	158

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.