Axxcess Wealth Management
DYN icon

Axxcess Wealth Management’s Dyne Therapeutics DYN Stock Holding History

Axxcess Wealth Management’s Portfolio DYN Stock Details DYN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		– Sell
-155,270
Closed -$3.45M – 1054
2026
Q2 		$3.45M Buy
+155,270
New +$2.89M 0.05% 299
2026
Q1 		– Sell
-113,818
Closed -$2.23M – 561
2025
Q4 		$2.23M Buy
+113,818
New +$2.16M 0.04% 355

Other funds holding DYN

Wasatch Advisors
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Tema ETFs
Tema ETFs New York $2.69B AUM 42.96% 1-Year Est. Return
PR
PSP Research Newtown Square, Pennsylvania $146M AUM 39.94% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
Sterling Capital Management
Sterling Capital Management Charlotte, North Carolina $4.92B AUM 24.73% 1-Year Est. Return
Hilton Head Capital Partners
Hilton Head Capital Partners Hilton Head Island, South Carolina $185M AUM 26.97% 1-Year Est. Return

Axxcess Wealth Management's DYN Position: Q3 2026 in Review

Axxcess Wealth Management sold out of Dyne Therapeutics (DYN) in Q3 2026, closing a stake of 155,270 shares — an estimated $3.45M sold.

Axxcess Wealth Management first reported a position in DYN in Q4 2025 and held it in 2 quarters. The position peaked at $3.45M in Q2 2026. 25 funds tracked by Wall St. Rank hold DYN as of Q3 2026.

  • Axxcess Wealth Management reported no remaining Dyne Therapeutics position as of Q3 2026 after selling out during the quarter.
  • Axxcess Wealth Management sold 155,270 Dyne Therapeutics shares in Q3 2026, an estimated $3.45M.
  • Axxcess Wealth Management first reported a position in Dyne Therapeutics in Q4 2025 and held it in 2 quarters.
  • Axxcess Wealth Management's Dyne Therapeutics position peaked at $3.45M in Q2 2026.
  • 25 funds tracked by Wall St. Rank held Dyne Therapeutics as of Q3 2026.

Based on Axxcess Wealth Management's 13F filing for Q3 2026, filed 21 Oct 2026.