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Michael Gelband’s Dycom Industries DY Stock Holding History

Michael Gelband’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 		$30.8M Buy
61,002
+39,262
+181% +$17.2M 0.2% 73
2026
Q1 		$7.37M Buy
+21,740
New +$8.17M 0.06% 314
2025
Q3 		– Sell
-16,992
Closed -$4.15M – 1659
2025
Q2 		$4.15M Buy
+16,992
New +$3.34M 0.04% 482
2024
Q3 		– Sell
-12,513
Closed -$2.11M – 1730
2024
Q2 		$2.11M Buy
+12,513
New +$1.95M 0.01% 759
2023
Q4 		– Sell
-5,748
Closed -$512K – 1601
2023
Q3 		$512K Sell
5,748
-148,771
-96% -$14.8M ﹤0.01% 1234
2023
Q2 		$17.6M Sell
154,519
-56,693
-27% -$5.6M 0.14% 133
2023
Q1 		$19.8M Sell
211,212
-88,788
-30% -$8.25M 0.16% 112
2022
Q4 		$28.1M Buy
300,000
+109,107
+57% +$11M 0.41% 40
2022
Q3 		$18.2M Buy
190,893
+13,145
+7% +$1.38M 0.24% 77
2022
Q2 		$16.5M Buy
177,748
+22,921
+15% +$2.04M 0.2% 101
2022
Q1 		$14.7M Buy
154,827
+13,982
+10% +$1.28M 0.19% 107
2021
Q4 		$13.2M Buy
140,845
+29,468
+26% +$2.49M 0.14% 139
2021
Q3 		$7.93M Sell
111,377
-51,751
-32% -$3.66M 0.11% 253
2021
Q2 		$12.2M Buy
+163,128
New +$14.1M 0.13% 110

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

Michael Gelband's DY Position: Q2 2026 in Review

Michael Gelband increased its Dycom Industries (DY) stake by 181% in Q2 2026, buying an estimated $17.2M and bringing the position to 61,002 shares worth $30.8M. The position accounts for 0.2% of the portfolio, ranked #73.

Michael Gelband first reported a position in DY in Q2 2021 and has held it in 14 quarters since. 617 funds tracked by Wall St. Rank hold DY as of Q2 2026.

  • Michael Gelband held 61,002 shares of Dycom Industries worth $30.8M as of Q2 2026.
  • Michael Gelband bought 39,262 Dycom Industries shares in Q2 2026, an estimated $17.2M.
  • Dycom Industries made up 0.2% of Michael Gelband's portfolio in Q2 2026, its #73 holding.
  • Michael Gelband first reported a position in Dycom Industries in Q2 2021 and has held it in 14 quarters since.
  • 617 funds tracked by Wall St. Rank held Dycom Industries as of Q2 2026.

Based on ExodusPoint Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.