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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
Q2 		$417K Buy
825
+19
+2% +$8.3K ﹤0.01% 1943
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 $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

&Partners's DY Position: Q2 2026 in Review

&Partners increased its Dycom Industries (DY) stake by 2.4% in Q2 2026, buying an estimated $8.3K and bringing the position to 825 shares worth $417K. The position accounts for ﹤0.01% of the portfolio, ranked #1943.

&Partners first reported a position in DY in Q2 2025 and has held it in 5 quarters since. 621 funds tracked by Wall St. Rank hold DY as of Q2 2026.

  • &Partners held 825 shares of Dycom Industries worth $417K as of Q2 2026.
  • &Partners bought 19 Dycom Industries shares in Q2 2026, an estimated $8.3K.
  • Dycom Industries made up ﹤0.01% of &Partners's portfolio in Q2 2026, its #1943 holding.
  • &Partners first reported a position in Dycom Industries in Q2 2025 and has held it in 5 quarters since.
  • 621 funds tracked by Wall St. Rank held Dycom Industries as of Q2 2026.

Based on &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.