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Neumeier Poma Investment Counsel’s Dycom Industries DY Stock Holding History

Neumeier Poma Investment Counsel’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 		$45.4M Sell
133,883
-2,965
-2% -$1.11M 3.74% 8
2025
Q4 		$46.2M Sell
136,848
-29,465
-18% -$9.29M 3.82% 4
2025
Q3 		$48.5M Buy
166,313
+4,439
+3% +$1.16M 3.97% 3
2025
Q2 		$39.6M Sell
161,874
-723
-0.4% -$142K 3.69% 6
2025
Q1 		$24.8M Sell
162,597
-85,362
-34% -$14.7M 2.66% 14
2024
Q4 		$43.2M Sell
247,959
-33,666
-12% -$6.23M 4.18% 3
2024
Q3 		$55.5M Sell
281,625
-28,865
-9% -$5.21M 5.29% 1
2024
Q2 		$52.4M Sell
310,490
-7,710
-2% -$1.2M 4.8% 2
2024
Q1 		$45.7M Sell
318,200
-12,755
-4% -$1.57M 4.19% 4
2023
Q4 		$38.1M Sell
330,955
-37,590
-10% -$3.57M 3.39% 10
2023
Q3 		$32.8M Buy
368,545
+38,050
+12% +$3.8M 3.2% 11
2023
Q2 		$37.6M Buy
330,495
+98,855
+43% +$9.77M 3.44% 8
2023
Q1 		$21.7M Buy
231,640
+13,260
+6% +$1.23M 2.02% 24
2022
Q4 		$20.4M Sell
218,380
-118,255
-35% -$11.9M 1.9% 26
2022
Q3 		$32.2M Buy
336,635
+206,670
+159% +$21.6M 3.18% 10
2022
Q2 		$12.1M Buy
+129,965
New +$11.6M 0.95% 38

Other funds holding DY

PP
Peconic Partners New York $5.78B AUM 127.23% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
HCC
Hill City Capital Boston, Massachusetts $2.8B AUM 79.27% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Neumeier Poma Investment Counsel's DY Position: Q1 2026 in Review

Neumeier Poma Investment Counsel reduced its Dycom Industries (DY) stake by 2.2% in Q1 2026, selling an estimated $1.11M and leaving 133,883 shares worth $45.4M. The position accounts for 3.74% of the portfolio, ranked #8.

Neumeier Poma Investment Counsel first reported a position in DY in Q2 2022 and has held it in 16 quarters since. The position peaked at $55.5M in Q3 2024. 517 funds tracked by Wall St. Rank hold DY as of Q1 2026.

  • Neumeier Poma Investment Counsel held 133,883 shares of Dycom Industries worth $45.4M as of Q1 2026.
  • Neumeier Poma Investment Counsel sold 2,965 Dycom Industries shares in Q1 2026, an estimated $1.11M.
  • Dycom Industries made up 3.74% of Neumeier Poma Investment Counsel's portfolio in Q1 2026, its #8 holding.
  • Neumeier Poma Investment Counsel first reported a position in Dycom Industries in Q2 2022 and has held it in 16 quarters since.
  • Neumeier Poma Investment Counsel's Dycom Industries position peaked at $55.5M in Q3 2024.
  • 517 funds tracked by Wall St. Rank held Dycom Industries as of Q1 2026.

Based on Neumeier Poma Investment Counsel's 13F filing for Q1 2026, filed 13 May 2026.