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Root Financial Partners’s Taysha Gene Therapies TSHA Stock Holding History

Root Financial Partners’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 		– Sell
-72
Closed -$322 – 2975
2026
Q1 		$322 Buy
+72
New +$335 ﹤0.01% 3010

Other funds holding TSHA

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Affinity Wealth Management Wilmington, Delaware $776M AUM 43.59% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
RRA
Red Reef Advisors Boca Raton, Florida $108M AUM
CUAMC
China Universal Asset Management Company Shanghai, China $1.67B AUM 89% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
NS
NBC Securities Birmingham, Alabama $1.48B AUM 31.07% 1-Year Est. Return
WN
Williams & Novak Westlake Village, California $151M AUM 27.43% 1-Year Est. Return

Root Financial Partners's TSHA Position: Q2 2026 in Review

Root Financial Partners sold out of Taysha Gene Therapies (TSHA) in Q2 2026, closing a stake of 72 shares — an estimated $322 sold.

Root Financial Partners first reported a position in TSHA in Q1 2026 and held it in 1 quarter. The position peaked at $322 in Q1 2026. 26 funds tracked by Wall St. Rank hold TSHA as of Q2 2026.

  • Root Financial Partners reported no remaining Taysha Gene Therapies position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 72 Taysha Gene Therapies shares in Q2 2026, an estimated $322.
  • Root Financial Partners first reported a position in Taysha Gene Therapies in Q1 2026 and held it in 1 quarter.
  • Root Financial Partners's Taysha Gene Therapies position peaked at $322 in Q1 2026.
  • 26 funds tracked by Wall St. Rank held Taysha Gene Therapies as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.