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Optimize Financial’s Dyne Therapeutics DYN Stock Holding History

Optimize Financial’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 		– Sell
-30,310
Closed -$593K – 355
2025
Q4 		$593K Buy
30,310
+436
+1% +$8.26K 0.3% 87
2025
Q3 		$378K Buy
29,874
+15,217
+104% +$174K 0.2% 222
2025
Q2 		$140K Sell
14,657
-104
-0.7% -$1.15K 0.09% 220
2025
Q1 		$154K Buy
+14,761
New +$211K 0.11% 206

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

Optimize Financial's DYN Position: Q1 2026 in Review

Optimize Financial sold out of Dyne Therapeutics (DYN) in Q1 2026, closing a stake of 30,310 shares — an estimated $593K sold.

Optimize Financial first reported a position in DYN in Q1 2025 and held it in 4 quarters. The position peaked at $593K in Q4 2025. 227 funds tracked by Wall St. Rank hold DYN as of Q1 2026.

  • Optimize Financial reported no remaining Dyne Therapeutics position as of Q1 2026 after selling out during the quarter.
  • Optimize Financial sold 30,310 Dyne Therapeutics shares in Q1 2026, an estimated $593K.
  • Optimize Financial first reported a position in Dyne Therapeutics in Q1 2025 and held it in 4 quarters.
  • Optimize Financial's Dyne Therapeutics position peaked at $593K in Q4 2025.
  • 227 funds tracked by Wall St. Rank held Dyne Therapeutics as of Q1 2026.

Based on Optimize Financial's 13F filing for Q1 2026, filed 12 May 2026.