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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
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 $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

Total Wealth Planning & Management's DY Position: Q1 2026 in Review

Total Wealth Planning & Management reduced its Dycom Industries (DY) stake by 25% in Q1 2026, selling an estimated $334K and leaving 2,632 shares worth $892K. The position accounts for 0.66% of the portfolio, ranked #46.

Total Wealth Planning & Management first reported a position in DY in Q4 2024 and has held it in 5 quarters since. The position peaked at $1.19M in Q4 2025. 516 funds tracked by Wall St. Rank hold DY as of Q1 2026.

  • Total Wealth Planning & Management held 2,632 shares of Dycom Industries worth $892K as of Q1 2026.
  • Total Wealth Planning & Management sold 890 Dycom Industries shares in Q1 2026, an estimated $334K.
  • Dycom Industries made up 0.66% of Total Wealth Planning & Management's portfolio in Q1 2026, its #46 holding.
  • Total Wealth Planning & Management first reported a position in Dycom Industries in Q4 2024 and has held it in 5 quarters since.
  • Total Wealth Planning & Management's Dycom Industries position peaked at $1.19M in Q4 2025.
  • 516 funds tracked by Wall St. Rank held Dycom Industries as of Q1 2026.

Based on Total Wealth Planning & Management's 13F filing for Q1 2026, filed 5 May 2026.