Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Dyne Therapeutics DYN Stock Holding History

Carson Wealth (CWM LLC)’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 		$80.3K Buy
4,430
+402
+10% +$6.93K ﹤0.01% 3444
2025
Q4 		$79K Buy
4,028
+524
+15% +$9.92K ﹤0.01% 3244
2025
Q3 		$44K Buy
3,504
+474
+16% +$5.41K ﹤0.01% 3631
2025
Q2 		$29K Buy
3,030
+1,900
+168% +$20.9K ﹤0.01% 3671
2025
Q1 		$12K Buy
1,130
+1,107
+4,813% +$15.8K ﹤0.01% 3995
2024
Q4 		$1K Sell
23
-701
-97% -$20.7K ﹤0.01% 4694
2024
Q3 		$26K Buy
724
+714
+7,140% +$28.4K ﹤0.01% 3199
2024
Q2 		$0 Buy
10
+8
+400% +$232 ﹤0.01% 4660
2024
Q1 		$0 Buy
+2
New +$45 ﹤0.01% 4410
2023
Q3 		– Sell
-43
Closed – – 4251
2023
Q2 		$0 Hold
43
– – ﹤0.01% 4230
2023
Q1 		$0 Hold
43
– – ﹤0.01% 4119
2022
Q4 		$0 Buy
+43
New +$498 ﹤0.01% 4031

Other funds holding DYN

T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AVLSA
Atlas Venture Life Science Advisors Cambridge, Massachusetts $881M AUM 160.77% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
PA
Perceptive Advisors New York $6.66B AUM 360.84% 1-Year Est. Return
FIS
FCPM III Services Naarden, Netherlands $750M AUM 127.27% 1-Year Est. Return

Carson Wealth (CWM LLC)'s DYN Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Dyne Therapeutics (DYN) stake by 10% in Q1 2026, buying an estimated $6.93K and bringing the position to 4,430 shares worth $80.3K. The position accounts for ﹤0.01% of the portfolio, ranked #3444.

Carson Wealth (CWM LLC) first reported a position in DYN in Q4 2022 and has held it in 12 quarters since. 228 funds tracked by Wall St. Rank hold DYN as of Q1 2026.

  • Carson Wealth (CWM LLC) held 4,430 shares of Dyne Therapeutics worth $80.3K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 402 Dyne Therapeutics shares in Q1 2026, an estimated $6.93K.
  • Dyne Therapeutics made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3444 holding.
  • Carson Wealth (CWM LLC) first reported a position in Dyne Therapeutics in Q4 2022 and has held it in 12 quarters since.
  • 228 funds tracked by Wall St. Rank held Dyne Therapeutics as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.