SWMG LLC’s Dycom Industries DY Stock Holding History

SWMG LLC’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	–	Sell	-871	Closed	-$295K	–	110
2026 Q1	$295K	Hold	871	–	–	0.08%	90
2025 Q4	$349K	Sell	871 -40	-4%	-$12.6K	0.1%	84
2025 Q3	$261K	Buy	911 +15	+2%	+$3.94K	0.08%	97
2025 Q2	$237K	Buy	+896	New	+$176K	0.08%	111

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

SWMG LLC's DY Position: Q2 2026 in Review

SWMG LLC sold out of Dycom Industries (DY) in Q2 2026, closing a stake of 871 shares — an estimated $295K sold.

SWMG LLC first reported a position in DY in Q2 2025 and held it in 4 quarters. The position peaked at $349K in Q4 2025. 618 funds tracked by Wall St. Rank hold DY as of Q2 2026.

SWMG LLC reported no remaining Dycom Industries position as of Q2 2026 after selling out during the quarter.
SWMG LLC sold 871 Dycom Industries shares in Q2 2026, an estimated $295K.
SWMG LLC first reported a position in Dycom Industries in Q2 2025 and held it in 4 quarters.
SWMG LLC's Dycom Industries position peaked at $349K in Q4 2025.
618 funds tracked by Wall St. Rank held Dycom Industries as of Q2 2026.

Based on SWMG LLC's 13F filing for Q2 2026, filed 15 Jul 2026.