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 Q1	$72.5K	Buy	+4,150	New	+$71.6K	0.04%	156

Other funds holding DYN

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

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 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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

Mark Sheptoff Financial Planning's DYN Position: Q1 2026 in Review

Mark Sheptoff Financial Planning opened a new position in Dyne Therapeutics (DYN) in Q1 2026: 4,150 shares worth $72.5K. The stake represents 0.04% of the portfolio and ranks #156 among its holdings.

227 funds tracked by Wall St. Rank hold DYN as of Q1 2026.

Mark Sheptoff Financial Planning held 4,150 shares of Dyne Therapeutics worth $72.5K as of Q1 2026.
Dyne Therapeutics was a new Mark Sheptoff Financial Planning position in Q1 2026.
Dyne Therapeutics made up 0.04% of Mark Sheptoff Financial Planning's portfolio in Q1 2026, its #156 holding.
227 funds tracked by Wall St. Rank held Dyne Therapeutics as of Q1 2026.

Based on Mark Sheptoff Financial Planning's 13F filing for Q1 2026, filed 11 May 2026.