Lee Financial’s Taysha Gene Therapies TSHA Stock Holding History

Lee Financial’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	$136K	Hold	20,000	–	–	0.02%	161
2026 Q1	$89.4K	Hold	20,000	–	–	0.01%	144
2025 Q4	$110K	Hold	20,000	–	–	0.01%	141
2025 Q3	$65.4K	Hold	20,000	–	–	0.01%	180
2025 Q2	$46.2K	Hold	20,000	–	–	0.01%	144
2025 Q1	$27.8K	Hold	20,000	–	–	﹤0.01%	143
2024 Q4	$34.6K	Hold	20,000	–	–	﹤0.01%	179
2024 Q3	$40.2K	Hold	20,000	–	–	0.01%	181
2024 Q2	$44.8K	Hold	20,000	–	–	0.01%	146
2024 Q1	$57.4K	Hold	20,000	–	–	0.01%	142
2023 Q4	$35.4K	Hold	20,000	–	–	0.01%	260
2023 Q3	$63.2K	Buy	+20,000	New	+$37.4K	0.01%	195

Other funds holding TSHA

ACA

Avoro Capital Advisors New York $11.1B AUM 207.82% 1-Year Est. Return

RCM

RA Capital Management Boston, Massachusetts $11.5B AUM 168.77% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

VPC

Vestal Point Capital New York $4.28B AUM 239% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

RTW Investments New York $11.7B AUM 174.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Lee Financial's TSHA Position: Q2 2026 in Review

Lee Financial held its Taysha Gene Therapies (TSHA) position steady in Q2 2026 at 20,000 shares worth $136K. The position accounts for 0.02% of the portfolio, ranked #161.

Lee Financial first reported a position in TSHA in Q3 2023 and has held it in 12 quarters since. 209 funds tracked by Wall St. Rank hold TSHA as of Q2 2026.

Lee Financial held 20,000 shares of Taysha Gene Therapies worth $136K as of Q2 2026.
Lee Financial left its Taysha Gene Therapies share count unchanged in Q2 2026.
Taysha Gene Therapies made up 0.02% of Lee Financial's portfolio in Q2 2026, its #161 holding.
Lee Financial first reported a position in Taysha Gene Therapies in Q3 2023 and has held it in 12 quarters since.
209 funds tracked by Wall St. Rank held Taysha Gene Therapies as of Q2 2026.

Based on Lee Financial's 13F filing for Q2 2026, filed 22 Jul 2026.