Bordeaux Wealth Advisors’s Taysha Gene Therapies TSHA Stock Holding History

Bordeaux Wealth Advisors’s Portfolio TSHA Stock Details TSHA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$23.2K	Sell	10,058 -51	-0.5%	-$111	﹤0.01%	157
2025 Q1	$14.1K	Buy	+10,109	New	+$16.9K	﹤0.01%	157
2023 Q1	–	Sell	-10,000	Closed	-$22.6K	–	102
2022 Q4	$22.6K	Hold	10,000	–	–	0.01%	84
2022 Q3	$19K	Buy	+10,000	New	+$36.3K	0.01%	83

Other funds holding TSHA

RTW Investments New York $10B AUM 135.35% 1-Year Est. Return

RCM

RA Capital Management Boston, Massachusetts $9.44B AUM 157.3% 1-Year Est. Return

ACA

Avoro Capital Advisors New York $10.2B AUM 149.19% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

OCA

Octagon Capital Advisors New York $904M AUM 737.04% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Siren LLC Greenwich, Connecticut $3.61B AUM 203.3% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Bordeaux Wealth Advisors's TSHA Position: Q2 2025 in Review

Bordeaux Wealth Advisors reduced its Taysha Gene Therapies (TSHA) stake by 0.5% in Q2 2025, selling an estimated $111 and leaving 10,058 shares worth $23.2K. The position accounts for ﹤0.01% of the portfolio, ranked #157.

Bordeaux Wealth Advisors first reported a position in TSHA in Q3 2022 and has held it in 4 quarters since. 150 funds tracked by Wall St. Rank hold TSHA as of Q2 2025.

Bordeaux Wealth Advisors held 10,058 shares of Taysha Gene Therapies worth $23.2K as of Q2 2025.
Bordeaux Wealth Advisors sold 51 Taysha Gene Therapies shares in Q2 2025, an estimated $111.
Taysha Gene Therapies made up ﹤0.01% of Bordeaux Wealth Advisors's portfolio in Q2 2025, its #157 holding.
Bordeaux Wealth Advisors first reported a position in Taysha Gene Therapies in Q3 2022 and has held it in 4 quarters since.
150 funds tracked by Wall St. Rank held Taysha Gene Therapies as of Q2 2025.

Based on Bordeaux Wealth Advisors's 13F filing for Q2 2025, filed 4 Aug 2025.