Williams & Novak’s Taysha Gene Therapies TSHA Stock Holding History

Williams & Novak’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	$219K	Hold	45,000	–	–	0.13%	121
2026 Q2	$306K	Hold	45,000	–	–	0.2%	99
2026 Q1	$194K	Hold	45,000	–	–	0.15%	108
2025 Q4	$248K	Hold	45,000	–	–	0.19%	96
2025 Q3	$147K	Hold	45,000	–	–	0.11%	115
2025 Q2	$104K	Hold	45,000	–	–	0.09%	112
2025 Q1	$56.9K	Hold	45,000	–	–	0.06%	114
2024 Q4	$77.8K	Hold	45,000	–	–	0.08%	119
2024 Q3	$90.4K	Hold	45,000	–	–	0.08%	118
2024 Q2	$101K	Hold	45,000	–	–	0.09%	114
2024 Q1	$79.6K	Hold	45,000	–	–	0.09%	85
2023 Q4	$79.6K	Buy	+45,000	New	+$89.7K	0.09%	85

Other funds holding TSHA

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return

Quantum Private Wealth Tampa, Florida $391M AUM 50.76% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

ALPS Advisors Denver, Colorado $21.8B AUM 17.58% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Privium Fund Management Amsterdam, Netherlands $516M AUM 18.66% 1-Year Est. Return

Chicago Partners Investment Group Chicago, Illinois $5.45B AUM 19.52% 1-Year Est. Return

Williams & Novak's TSHA Position: Q3 2026 in Review

Williams & Novak held its Taysha Gene Therapies (TSHA) position steady in Q3 2026 at 45,000 shares worth $219K. The position accounts for 0.13% of the portfolio, ranked #121.

Williams & Novak first reported a position in TSHA in Q4 2023 and has held it in 12 quarters since. The position peaked at $306K in Q2 2026. 62 funds tracked by Wall St. Rank hold TSHA as of Q3 2026.

Williams & Novak held 45,000 shares of Taysha Gene Therapies worth $219K as of Q3 2026.
Williams & Novak left its Taysha Gene Therapies share count unchanged in Q3 2026.
Taysha Gene Therapies made up 0.13% of Williams & Novak's portfolio in Q3 2026, its #121 holding.
Williams & Novak first reported a position in Taysha Gene Therapies in Q4 2023 and has held it in 12 quarters since.
Williams & Novak's Taysha Gene Therapies position peaked at $306K in Q2 2026.
62 funds tracked by Wall St. Rank held Taysha Gene Therapies as of Q3 2026.

Based on Williams & Novak's 13F filing for Q3 2026, filed 9 Oct 2026.