Total Wealth Planning & Management’s Dycom Industries DY Stock Holding History

Total Wealth Planning & Management’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 Q3	$702K	Sell	2,609 -269	-9%	-$98.1K	0.52%	60
2026 Q2	$1.46M	Buy	2,878 +246	+9%	+$108K	0.98%	18
2026 Q1	$892K	Sell	2,632 -890	-25%	-$334K	0.66%	46
2025 Q4	$1.19M	Buy	+3,522	New	+$1.11M	0.88%	25
2025 Q2	$898K	Sell	3,673 -44	-1%	-$8.66K	0.73%	34
2025 Q1	$566K	Buy	3,717 +47	+1%	+$8.1K	0.54%	58
2024 Q4	$639K	Buy	+3,670	New	+$679K	0.58%	45

Other funds holding DY

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

W.H. Reaves & Co Jersey City, New Jersey $5.54B AUM 1.09% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Hennessy Advisors Inc Novato, California $2.66B AUM 26.6% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Total Wealth Planning & Management's DY Position: Q3 2026 in Review

Total Wealth Planning & Management reduced its Dycom Industries (DY) stake by 9.3% in Q3 2026, selling an estimated $98.1K and leaving 2,609 shares worth $702K. The position accounts for 0.52% of the portfolio, ranked #60.

Total Wealth Planning & Management first reported a position in DY in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.46M in Q2 2026. 289 funds tracked by Wall St. Rank hold DY as of Q3 2026.

Total Wealth Planning & Management held 2,609 shares of Dycom Industries worth $702K as of Q3 2026.
Total Wealth Planning & Management sold 269 Dycom Industries shares in Q3 2026, an estimated $98.1K.
Dycom Industries made up 0.52% of Total Wealth Planning & Management's portfolio in Q3 2026, its #60 holding.
Total Wealth Planning & Management first reported a position in Dycom Industries in Q4 2024 and has held it in 7 quarters since.
Total Wealth Planning & Management's Dycom Industries position peaked at $1.46M in Q2 2026.
289 funds tracked by Wall St. Rank held Dycom Industries as of Q3 2026.

Based on Total Wealth Planning & Management's 13F filing for Q3 2026, filed 23 Oct 2026.