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&Partners’s Dycom Industries DY Stock Holding History

&Partners’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 		$273K Sell
806
-247
-23% -$92.8K ﹤0.01% 2050
2025
Q4 		$356K Buy
1,053
+26
+3% +$8.2K ﹤0.01% 1813
2025
Q3 		$300K Buy
1,027
+50
+5% +$13.1K ﹤0.01% 1748
2025
Q2 		$239K Buy
+977
New +$192K ﹤0.01% 1751

Other funds holding DY

PP
Peconic Partners New York $5.78B AUM 127.23% 1-Year Est. Return
BlackRock
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
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
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

&Partners's DY Position: Q1 2026 in Review

&Partners reduced its Dycom Industries (DY) stake by 23% in Q1 2026, selling an estimated $92.8K and leaving 806 shares worth $273K. The position accounts for ﹤0.01% of the portfolio, ranked #2050.

&Partners first reported a position in DY in Q2 2025 and has held it in 4 quarters since. The position peaked at $356K in Q4 2025. 516 funds tracked by Wall St. Rank hold DY as of Q1 2026.

  • &Partners held 806 shares of Dycom Industries worth $273K as of Q1 2026.
  • &Partners sold 247 Dycom Industries shares in Q1 2026, an estimated $92.8K.
  • Dycom Industries made up ﹤0.01% of &Partners's portfolio in Q1 2026, its #2050 holding.
  • &Partners first reported a position in Dycom Industries in Q2 2025 and has held it in 4 quarters since.
  • &Partners's Dycom Industries position peaked at $356K in Q4 2025.
  • 516 funds tracked by Wall St. Rank held Dycom Industries as of Q1 2026.

Based on &Partners's 13F filing for Q1 2026, filed 15 May 2026.