O'Neil Global Advisors’s Dycom Industries DY Stock Holding History

O'Neil Global Advisors’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	-3,526	Closed	-$1.19M	–	21
2025 Q4	$1.19M	Sell	3,526 -1,997	-36%	-$630K	0.41%	31
2025 Q3	$1.61M	Buy	5,523 +2,565	+87%	+$673K	0.3%	29
2025 Q2	$723K	Buy	+2,958	New	+$582K	0.17%	45

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

O'Neil Global Advisors's DY Position: Q1 2026 in Review

O'Neil Global Advisors sold out of Dycom Industries (DY) in Q1 2026, closing a stake of 3,526 shares — an estimated $1.19M sold.

O'Neil Global Advisors first reported a position in DY in Q2 2025 and held it in 3 quarters. The position peaked at $1.61M in Q3 2025. 516 funds tracked by Wall St. Rank hold DY as of Q1 2026.

O'Neil Global Advisors reported no remaining Dycom Industries position as of Q1 2026 after selling out during the quarter.
O'Neil Global Advisors sold 3,526 Dycom Industries shares in Q1 2026, an estimated $1.19M.
O'Neil Global Advisors first reported a position in Dycom Industries in Q2 2025 and held it in 3 quarters.
O'Neil Global Advisors's Dycom Industries position peaked at $1.61M in Q3 2025.
516 funds tracked by Wall St. Rank held Dycom Industries as of Q1 2026.

Based on O'Neil Global Advisors's 13F filing for Q1 2026, filed 11 May 2026.