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Mark Sheptoff Financial Planning’s Dyne Therapeutics DYN Stock Holding History

Mark Sheptoff Financial 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
Q2 		$94.4K Buy
4,250
+100
+2% +$1.86K 0.05% 145
2026
Q1 		$72.5K Buy
+4,150
New +$71.6K 0.04% 156

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

Mark Sheptoff Financial Planning's DYN Position: Q2 2026 in Review

Mark Sheptoff Financial Planning increased its Dyne Therapeutics (DYN) stake by 2.4% in Q2 2026, buying an estimated $1.86K and bringing the position to 4,250 shares worth $94.4K. The position accounts for 0.05% of the portfolio, ranked #145.

Mark Sheptoff Financial Planning first reported a position in DYN in Q1 2026 and has held it in 2 quarters since. 245 funds tracked by Wall St. Rank hold DYN as of Q2 2026.

  • Mark Sheptoff Financial Planning held 4,250 shares of Dyne Therapeutics worth $94.4K as of Q2 2026.
  • Mark Sheptoff Financial Planning bought 100 Dyne Therapeutics shares in Q2 2026, an estimated $1.86K.
  • Dyne Therapeutics made up 0.05% of Mark Sheptoff Financial Planning's portfolio in Q2 2026, its #145 holding.
  • Mark Sheptoff Financial Planning first reported a position in Dyne Therapeutics in Q1 2026 and has held it in 2 quarters since.
  • 245 funds tracked by Wall St. Rank held Dyne Therapeutics as of Q2 2026.

Based on Mark Sheptoff Financial Planning's 13F filing for Q2 2026, filed 13 Aug 2026.