Wilson Asset Management
DY icon

Wilson Asset Management’s Dycom Industries DY Stock Holding History

Wilson Asset 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
Q3 		$12.8M Buy
47,508
+5,971
+14% +$2.18M 3.65% 7
2026
Q2 		$21M Buy
41,537
+19,000
+84% +$8.3M 5.77% 3
2026
Q1 		$7.64M Buy
22,537
+19,537
+651% +$7.34M 2.16% 18
2025
Q4 		$1.01M Buy
+3,000
New +$946K 0.26% 40

Other funds holding DY

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
W.H. Reaves & Co
W.H. Reaves & Co Jersey City, New Jersey $5.54B AUM 1.09% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Wilson Asset Management's DY Position: Q3 2026 in Review

Wilson Asset Management increased its Dycom Industries (DY) stake by 14% in Q3 2026, buying an estimated $2.18M and bringing the position to 47,508 shares worth $12.8M. The position accounts for 3.65% of the portfolio, ranked #7.

Wilson Asset Management first reported a position in DY in Q4 2025 and has held it in 4 quarters since. The position peaked at $21M in Q2 2026. 333 funds tracked by Wall St. Rank hold DY as of Q3 2026.

  • Wilson Asset Management held 47,508 shares of Dycom Industries worth $12.8M as of Q3 2026.
  • Wilson Asset Management bought 5,971 Dycom Industries shares in Q3 2026, an estimated $2.18M.
  • Dycom Industries made up 3.65% of Wilson Asset Management's portfolio in Q3 2026, its #7 holding.
  • Wilson Asset Management first reported a position in Dycom Industries in Q4 2025 and has held it in 4 quarters since.
  • Wilson Asset Management's Dycom Industries position peaked at $21M in Q2 2026.
  • 333 funds tracked by Wall St. Rank held Dycom Industries as of Q3 2026.

Based on Wilson Asset Management's 13F filing for Q3 2026, filed 26 Oct 2026.