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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
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

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

Total Wealth Planning & Management's DY Position: Q2 2026 in Review

Total Wealth Planning & Management increased its Dycom Industries (DY) stake by 9.3% in Q2 2026, buying an estimated $108K and bringing the position to 2,878 shares worth $1.46M. The position accounts for 0.98% of the portfolio, ranked #18.

Total Wealth Planning & Management first reported a position in DY in Q4 2024 and has held it in 6 quarters since. 621 funds tracked by Wall St. Rank hold DY as of Q2 2026.

  • Total Wealth Planning & Management held 2,878 shares of Dycom Industries worth $1.46M as of Q2 2026.
  • Total Wealth Planning & Management bought 246 Dycom Industries shares in Q2 2026, an estimated $108K.
  • Dycom Industries made up 0.98% of Total Wealth Planning & Management's portfolio in Q2 2026, its #18 holding.
  • Total Wealth Planning & Management first reported a position in Dycom Industries in Q4 2024 and has held it in 6 quarters since.
  • 621 funds tracked by Wall St. Rank held Dycom Industries as of Q2 2026.

Based on Total Wealth Planning & Management's 13F filing for Q2 2026, filed 28 Jul 2026.