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Whalen Wealth Management’s Dycom Industries DY Stock Holding History

Whalen Wealth 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
2025
Q4 		– Sell
-1,415
Closed -$413K – 200
2025
Q3 		$413K Buy
1,415
+403
+40% +$106K 0.24% 101
2025
Q2 		$247K Buy
+1,012
New +$199K 0.16% 180
2024
Q4 		– Sell
-3,922
Closed -$773K – 151
2024
Q3 		$773K Buy
+3,922
New +$708K 0.55% 42
2024
Q2 		– Sell
-3,085
Closed -$443K – 114
2024
Q1 		$443K Sell
3,085
-645
-17% -$79.4K 0.33% 57
2023
Q4 		$429K Buy
+3,730
New +$354K 0.39% 65

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Millennium Management
Millennium Management New York $240B AUM 35.51% 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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Whalen Wealth Management's DY Position: Q4 2025 in Review

Whalen Wealth Management sold out of Dycom Industries (DY) in Q4 2025, closing a stake of 1,415 shares — an estimated $413K sold.

Whalen Wealth Management first reported a position in DY in Q4 2023 and held it in 5 quarters. The position peaked at $773K in Q3 2024. 497 funds tracked by Wall St. Rank hold DY as of Q4 2025.

  • Whalen Wealth Management reported no remaining Dycom Industries position as of Q4 2025 after selling out during the quarter.
  • Whalen Wealth Management sold 1,415 Dycom Industries shares in Q4 2025, an estimated $413K.
  • Whalen Wealth Management first reported a position in Dycom Industries in Q4 2023 and held it in 5 quarters.
  • Whalen Wealth Management's Dycom Industries position peaked at $773K in Q3 2024.
  • 497 funds tracked by Wall St. Rank held Dycom Industries as of Q4 2025.

Based on Whalen Wealth Management's 13F filing for Q4 2025, filed 20 Jan 2026.