WCM Investment Management
DY icon

WCM Investment Management’s Dycom Industries DY Stock Holding History

WCM Investment 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 		$20.4M Sell
40,321
-1,247
-3% -$545K 0.04% 105
2026
Q1 		$13.5M Sell
41,568
-762
-2% -$286K 0.03% 122
2025
Q4 		$14.5M Sell
42,330
-11,220
-21% -$3.54M 0.03% 129
2025
Q3 		$15.7M Buy
+53,550
New +$14.1M 0.03% 120
2020
Q1 		– Sell
-284,344
Closed -$13.4M – 185
2019
Q4 		$13.4M Buy
284,344
+48,757
+21% +$2.37M 0.07% 55
2019
Q3 		$12M Sell
235,587
-12,890
-5% -$651K 0.07% 48
2019
Q2 		$14.6M Buy
248,477
+22,667
+10% +$1.16M 0.09% 42
2019
Q1 		$10.4M Buy
225,810
+93,058
+70% +$5.1M 0.07% 52
2018
Q4 		$7.17M Buy
132,752
+45,394
+52% +$3.05M 0.06% 46
2018
Q3 		$7.39M Buy
87,358
+16,069
+23% +$1.39M 0.07% 47
2018
Q2 		$6.74M Buy
71,289
+9,778
+16% +$1M 0.07% 40
2018
Q1 		$6.62M Sell
61,511
-21,114
-26% -$2.4M 0.06% 47
2017
Q4 		$9.21M Buy
82,625
+78,010
+1,690% +$7.53M 0.1% 46
2017
Q3 		$396K Buy
+4,615
New +$389K 0.01% 84

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

WCM Investment Management's DY Position: Q2 2026 in Review

WCM Investment Management reduced its Dycom Industries (DY) stake by 3% in Q2 2026, selling an estimated $545K and leaving 40,321 shares worth $20.4M. The position accounts for 0.04% of the portfolio, ranked #105.

WCM Investment Management first reported a position in DY in Q3 2017 and has held it in 14 quarters since. 621 funds tracked by Wall St. Rank hold DY as of Q2 2026.

  • WCM Investment Management held 40,321 shares of Dycom Industries worth $20.4M as of Q2 2026.
  • WCM Investment Management sold 1,247 Dycom Industries shares in Q2 2026, an estimated $545K.
  • Dycom Industries made up 0.04% of WCM Investment Management's portfolio in Q2 2026, its #105 holding.
  • WCM Investment Management first reported a position in Dycom Industries in Q3 2017 and has held it in 14 quarters since.
  • 621 funds tracked by Wall St. Rank held Dycom Industries as of Q2 2026.

Based on WCM Investment Management's 13F filing for Q2 2026, filed 13 Aug 2026.