Creative Planning
DYN icon

Creative Planning’s Dyne Therapeutics DYN Stock Holding History

Creative Planning’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 		$543K Buy
29,945
+10,174
+51% +$175K ﹤0.01% 2976
2025
Q4 		$387K Buy
19,771
+4,244
+27% +$80.4K ﹤0.01% 3051
2025
Q3 		$196K Buy
15,527
+986
+7% +$11.2K ﹤0.01% 3497
2025
Q2 		$138K Buy
14,541
+2,797
+24% +$30.8K ﹤0.01% 3357
2025
Q1 		$123K Buy
+11,744
New +$168K ﹤0.01% 3210
2024
Q4 		– Sell
-10,605
Closed -$381K – 3616
2024
Q3 		$381K Buy
10,605
+3,111
+42% +$124K ﹤0.01% 2335
2024
Q2 		$264K Buy
+7,494
New +$218K ﹤0.01% 2462

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

Creative Planning's DYN Position: Q1 2026 in Review

Creative Planning increased its Dyne Therapeutics (DYN) stake by 51% in Q1 2026, buying an estimated $175K and bringing the position to 29,945 shares worth $543K. The position accounts for ﹤0.01% of the portfolio, ranked #2976.

Creative Planning first reported a position in DYN in Q2 2024 and has held it in 7 quarters since. 227 funds tracked by Wall St. Rank hold DYN as of Q1 2026.

  • Creative Planning held 29,945 shares of Dyne Therapeutics worth $543K as of Q1 2026.
  • Creative Planning bought 10,174 Dyne Therapeutics shares in Q1 2026, an estimated $175K.
  • Dyne Therapeutics made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #2976 holding.
  • Creative Planning first reported a position in Dyne Therapeutics in Q2 2024 and has held it in 7 quarters since.
  • 227 funds tracked by Wall St. Rank held Dyne Therapeutics as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.