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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
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

T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JT
Jupiter Topco New York $245B AUM
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
OAG
Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return
AVLSA
Atlas Venture Life Science Advisors Cambridge, Massachusetts $881M AUM 160.77% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
TCM
TCG Crossover Management Palo Alto, California $4.16B AUM 983.43% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Axxcess Wealth Management's DYN Position: Q2 2026 in Review

Axxcess Wealth Management opened a new position in Dyne Therapeutics (DYN) in Q2 2026: 155,270 shares worth $3.45M. The stake represents 0.05% of the portfolio and ranks #299 among its holdings. This is a return to the name: Axxcess Wealth Management previously reported a position in DYN as recently as Q4 2025.

Axxcess Wealth Management first reported a position in DYN in Q4 2025 and has held it in 2 quarters since. 246 funds tracked by Wall St. Rank hold DYN as of Q2 2026.

  • Axxcess Wealth Management held 155,270 shares of Dyne Therapeutics worth $3.45M as of Q2 2026.
  • Dyne Therapeutics was a new Axxcess Wealth Management position in Q2 2026.
  • Dyne Therapeutics made up 0.05% of Axxcess Wealth Management's portfolio in Q2 2026, its #299 holding.
  • Axxcess Wealth Management first reported a position in Dyne Therapeutics in Q4 2025 and has held it in 2 quarters since.
  • 246 funds tracked by Wall St. Rank held Dyne Therapeutics as of Q2 2026.

Based on Axxcess Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.