Creative Planning
TSHA icon

Creative Planning’s Taysha Gene Therapies TSHA Stock Holding History

Creative Planning’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
Q2 		$434K Buy
63,781
+3,980
+7% +$23.6K ﹤0.01% 3302
2026
Q1 		$267K Sell
59,801
-3,434
-5% -$16K ﹤0.01% 3509
2025
Q4 		$348K Buy
63,235
+11,009
+21% +$53.5K ﹤0.01% 3140
2025
Q3 		$171K Buy
52,226
+245
+0.5% +$694 ﹤0.01% 3545
2025
Q2 		$120K Sell
51,981
-26,354
-34% -$57.3K ﹤0.01% 3388
2025
Q1 		$109K Buy
78,335
+57,547
+277% +$96.3K ﹤0.01% 3237
2024
Q4 		$36K Buy
20,788
+6,670
+47% +$13.8K ﹤0.01% 3282
2024
Q3 		$28.4K Buy
+14,118
New +$31K ﹤0.01% 3133

Other funds holding TSHA

Avoro Capital Advisors
Avoro Capital Advisors New York $11.1B AUM 207.82% 1-Year Est. Return
RA Capital Management
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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vestal Point Capital
Vestal Point Capital New York $4.28B AUM 239% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
RTW Investments
RTW Investments New York $11.7B AUM 174.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Creative Planning's TSHA Position: Q2 2026 in Review

Creative Planning increased its Taysha Gene Therapies (TSHA) stake by 6.7% in Q2 2026, buying an estimated $23.6K and bringing the position to 63,781 shares worth $434K. The position accounts for ﹤0.01% of the portfolio, ranked #3302.

Creative Planning first reported a position in TSHA in Q3 2024 and has held it in 8 quarters since. 208 funds tracked by Wall St. Rank hold TSHA as of Q2 2026.

  • Creative Planning held 63,781 shares of Taysha Gene Therapies worth $434K as of Q2 2026.
  • Creative Planning bought 3,980 Taysha Gene Therapies shares in Q2 2026, an estimated $23.6K.
  • Taysha Gene Therapies made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #3302 holding.
  • Creative Planning first reported a position in Taysha Gene Therapies in Q3 2024 and has held it in 8 quarters since.
  • 208 funds tracked by Wall St. Rank held Taysha Gene Therapies as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.