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
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

RCM
RA Capital Management Boston, Massachusetts $9.44B AUM 157.3% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
ACA
Avoro Capital Advisors New York $10.2B AUM 149.19% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
RI
RTW Investments New York $10B AUM 135.35% 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