IFP Advisors
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IFP Advisors’s Taysha Gene Therapies TSHA Stock Holding History

IFP 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
2026
Q3 		$68 Hold
14
– – ﹤0.01% 5029
2026
Q2 		$95 Hold
14
– – ﹤0.01% 4963
2026
Q1 		$63 Hold
14
– – ﹤0.01% 4806
2025
Q4 		$77 Hold
14
– – ﹤0.01% 4646
2025
Q3 		$46 Hold
14
– – ﹤0.01% 4669
2025
Q2 		$32 Buy
+14
New +$30 ﹤0.01% 4827

Other funds holding TSHA

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $72.4B AUM 31.32% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
Quantum Private Wealth
Quantum Private Wealth Tampa, Florida $391M AUM 50.76% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
Hennion & Walsh Asset Management
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

IFP Advisors's TSHA Position: Q3 2026 in Review

IFP Advisors held its Taysha Gene Therapies (TSHA) position steady in Q3 2026 at 14 shares worth $68. The position accounts for ﹤0.01% of the portfolio, ranked #5029.

IFP Advisors first reported a position in TSHA in Q2 2025 and has held it in 6 quarters since. The position peaked at $95 in Q2 2026. 83 funds tracked by Wall St. Rank hold TSHA as of Q3 2026.

  • IFP Advisors held 14 shares of Taysha Gene Therapies worth $68 as of Q3 2026.
  • IFP Advisors left its Taysha Gene Therapies share count unchanged in Q3 2026.
  • Taysha Gene Therapies made up ﹤0.01% of IFP Advisors's portfolio in Q3 2026, its #5029 holding.
  • IFP Advisors first reported a position in Taysha Gene Therapies in Q2 2025 and has held it in 6 quarters since.
  • IFP Advisors's Taysha Gene Therapies position peaked at $95 in Q2 2026.
  • 83 funds tracked by Wall St. Rank held Taysha Gene Therapies as of Q3 2026.

Based on IFP Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.