NorthCrest Asset Manangement’s Dycom Industries DY Stock Holding History

NorthCrest Asset Manangement’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	$3.43M	Sell	8,020 -395	-5%	-$173K	0.09%	175
2026 Q1	$2.93M	Sell	8,415 -34	-0.4%	-$12.8K	0.09%	180
2025 Q4	$2.94M	Hold	8,449	–	–	0.07%	196
2025 Q3	$2.42M	Buy	8,449 +2,548	+43%	+$669K	0.06%	208
2025 Q2	$1.48M	Sell	5,901 -2,968	-33%	-$584K	0.04%	253
2025 Q1	$1.35M	Buy	8,869 +19	+0.2%	+$3.27K	0.04%	256
2024 Q4	$1.54M	Hold	8,850	–	–	0.05%	232
2024 Q3	$1.74M	Hold	8,850	–	–	0.05%	217
2024 Q2	$1.49M	Hold	8,850	–	–	0.05%	227
2024 Q1	$1.27M	Sell	8,850 -450	-5%	-$55.4K	0.04%	249
2023 Q4	$1.07M	Sell	9,300 -100	-1%	-$9.49K	0.04%	257
2023 Q3	$837K	Hold	9,400	–	–	0.03%	276
2023 Q2	$1.07M	Hold	9,400	–	–	0.04%	258
2023 Q1	$880K	Buy	9,400 +700	+8%	+$65K	0.04%	282
2022 Q4	$814K	Hold	8,700	–	–	0.05%	210
2022 Q3	$831K	Hold	8,700	–	–	0.05%	231
2022 Q2	$809K	Hold	8,700	–	–	0.04%	239
2022 Q1	$829K	Sell	8,700 -2,800	-24%	-$256K	0.04%	230
2021 Q4	$1.08M	Buy	+11,500	New	+$972K	0.06%	212

Other funds holding DY

Peconic Partners New York $8.04B AUM 107.18% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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 Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

NorthCrest Asset Manangement's DY Position: Q2 2026 in Review

NorthCrest Asset Manangement reduced its Dycom Industries (DY) stake by 4.7% in Q2 2026, selling an estimated $173K and leaving 8,020 shares worth $3.43M. The position accounts for 0.09% of the portfolio, ranked #175.

NorthCrest Asset Manangement first reported a position in DY in Q4 2021 and has held it in 19 quarters since. 621 funds tracked by Wall St. Rank hold DY as of Q2 2026.

NorthCrest Asset Manangement held 8,020 shares of Dycom Industries worth $3.43M as of Q2 2026.
NorthCrest Asset Manangement sold 395 Dycom Industries shares in Q2 2026, an estimated $173K.
Dycom Industries made up 0.09% of NorthCrest Asset Manangement's portfolio in Q2 2026, its #175 holding.
NorthCrest Asset Manangement first reported a position in Dycom Industries in Q4 2021 and has held it in 19 quarters since.
621 funds tracked by Wall St. Rank held Dycom Industries as of Q2 2026.

Based on NorthCrest Asset Manangement's 13F filing for Q2 2026, filed 15 Jul 2026.