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Transform Wealth’s Dycom Industries DY Stock Holding History

Transform Wealth’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
2025
Q1 		$229K Sell
1,500
-1,250
-45% -$215K 0.01% 231
2024
Q4 		$479K Buy
+2,750
New +$509K 0.03% 189

Other funds holding DY

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PP
Peconic Partners New York $5.78B AUM 127.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Transform Wealth's DY Position: Q1 2025 in Review

Transform Wealth reduced its Dycom Industries (DY) stake by 45% in Q1 2025, selling an estimated $215K and leaving 1,500 shares worth $229K. The position accounts for 0.01% of the portfolio, ranked #231.

Transform Wealth first reported a position in DY in Q4 2024 and has held it in 2 quarters since. The position peaked at $479K in Q4 2024. 347 funds tracked by Wall St. Rank hold DY as of Q1 2025.

  • Transform Wealth held 1,500 shares of Dycom Industries worth $229K as of Q1 2025.
  • Transform Wealth sold 1,250 Dycom Industries shares in Q1 2025, an estimated $215K.
  • Dycom Industries made up 0.01% of Transform Wealth's portfolio in Q1 2025, its #231 holding.
  • Transform Wealth first reported a position in Dycom Industries in Q4 2024 and has held it in 2 quarters since.
  • Transform Wealth's Dycom Industries position peaked at $479K in Q4 2024.
  • 347 funds tracked by Wall St. Rank held Dycom Industries as of Q1 2025.

Based on Transform Wealth's 13F filing for Q1 2025, filed 15 Apr 2025.