EverSource Wealth Advisors’s Dyne Therapeutics DYN Stock Holding History

EverSource Wealth Advisors’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	$2.46K	Sell	111 -4	-3%	-$74	﹤0.01%	3644
2026 Q1	$2.08K	Buy	115 +18	+19%	+$310	﹤0.01%	3629
2025 Q4	$1.9K	Hold	97	–	–	﹤0.01%	3520
2025 Q3	$1.23K	Sell	97 -59	-38%	-$673	﹤0.01%	3696
2025 Q2	$1.49K	Buy	156 +121	+346%	+$1.33K	﹤0.01%	3604
2025 Q1	$366	Buy	35 +32	+1,067%	+$458	﹤0.01%	3556
2024 Q4	$71	Buy	+3	New	+$89	﹤0.01%	3598
2023 Q4	–	Sell	-90	Closed	-$806	–	2668
2023 Q3	$806	Hold	90	–	–	﹤0.01%	2300
2023 Q2	$1.01K	Buy	+90	New	+$1.06K	﹤0.01%	2221

Other funds holding DYN

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

AWM

Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return

DWM

Darwin Wealth Management Tampa, Florida $365M AUM 22.69% 1-Year Est. Return

EverSource Wealth Advisors's DYN Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Dyne Therapeutics (DYN) stake by 3.5% in Q2 2026, selling an estimated $74 and leaving 111 shares worth $2.46K. The position accounts for ﹤0.01% of the portfolio, ranked #3644.

EverSource Wealth Advisors first reported a position in DYN in Q2 2023 and has held it in 9 quarters since. 53 funds tracked by Wall St. Rank hold DYN as of Q2 2026.

EverSource Wealth Advisors held 111 shares of Dyne Therapeutics worth $2.46K as of Q2 2026.
EverSource Wealth Advisors sold 4 Dyne Therapeutics shares in Q2 2026, an estimated $74.
Dyne Therapeutics made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #3644 holding.
EverSource Wealth Advisors first reported a position in Dyne Therapeutics in Q2 2023 and has held it in 9 quarters since.
53 funds tracked by Wall St. Rank held Dyne Therapeutics as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.