Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Taysha Gene Therapies TSHA Stock Holding History

Carson Wealth (CWM LLC)’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
2026
Q1 		$58.5K Sell
13,081
-12
-0.1% -$56 ﹤0.01% 3698
2025
Q4 		$72K Buy
13,093
+208
+2% +$1.01K ﹤0.01% 3333
2025
Q3 		$42K Sell
12,885
-61
-0.5% -$173 ﹤0.01% 3667
2025
Q2 		$30K Buy
12,946
+2,419
+23% +$5.26K ﹤0.01% 3658
2025
Q1 		$15K Buy
10,527
+10,262
+3,872% +$17.2K ﹤0.01% 3895
2024
Q4 		$0 Sell
265
-234
-47% -$485 ﹤0.01% 5171
2024
Q3 		$1K Buy
499
+99
+25% +$217 ﹤0.01% 4726
2024
Q2 		$1K Buy
+400
New +$1.16K ﹤0.01% 4499
2022
Q1 		– Sell
-25
Closed – – 3875
2021
Q4 		$0 Buy
+25
New +$377 ﹤0.01% 3650

Other funds holding TSHA

RCM
RA Capital Management Boston, Massachusetts $11.5B AUM 168.77% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
ACA
Avoro Capital Advisors New York $11.1B AUM 207.82% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VPC
Vestal Point Capital New York $3.58B AUM 189.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
RI
RTW Investments New York $11.7B AUM 174.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Carson Wealth (CWM LLC)'s TSHA Position: Q1 2026 in Review

Carson Wealth (CWM LLC) reduced its Taysha Gene Therapies (TSHA) stake by 0.09% in Q1 2026, selling an estimated $56 and leaving 13,081 shares worth $58.5K. The position accounts for ﹤0.01% of the portfolio, ranked #3698.

Carson Wealth (CWM LLC) first reported a position in TSHA in Q4 2021 and has held it in 9 quarters since. The position peaked at $72K in Q4 2025. 191 funds tracked by Wall St. Rank hold TSHA as of Q1 2026.

  • Carson Wealth (CWM LLC) held 13,081 shares of Taysha Gene Therapies worth $58.5K as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 12 Taysha Gene Therapies shares in Q1 2026, an estimated $56.
  • Taysha Gene Therapies made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3698 holding.
  • Carson Wealth (CWM LLC) first reported a position in Taysha Gene Therapies in Q4 2021 and has held it in 9 quarters since.
  • Carson Wealth (CWM LLC)'s Taysha Gene Therapies position peaked at $72K in Q4 2025.
  • 191 funds tracked by Wall St. Rank held Taysha Gene Therapies as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.