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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
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 $145B AUM 22.78% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AVLSA
Atlas Venture Life Science Advisors Cambridge, Massachusetts $790M AUM 223.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
PA
Perceptive Advisors New York $5.12B AUM 314.02% 1-Year Est. Return
FIS
FCPM III Services Naarden, Netherlands $722M AUM 73.61% 1-Year Est. Return

Axxcess Wealth Management's DYN Position: Q1 2026 in Review

Axxcess Wealth Management sold out of Dyne Therapeutics (DYN) in Q1 2026, closing a stake of 113,818 shares — an estimated $2.23M sold.

Axxcess Wealth Management first reported a position in DYN in Q4 2025 and held it in 1 quarter. The position peaked at $2.23M in Q4 2025. 227 funds tracked by Wall St. Rank hold DYN as of Q1 2026.

  • Axxcess Wealth Management reported no remaining Dyne Therapeutics position as of Q1 2026 after selling out during the quarter.
  • Axxcess Wealth Management sold 113,818 Dyne Therapeutics shares in Q1 2026, an estimated $2.23M.
  • Axxcess Wealth Management first reported a position in Dyne Therapeutics in Q4 2025 and held it in 1 quarter.
  • Axxcess Wealth Management's Dyne Therapeutics position peaked at $2.23M in Q4 2025.
  • 227 funds tracked by Wall St. Rank held Dyne Therapeutics as of Q1 2026.

Based on Axxcess Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.