Thrive Wealth Management’s Editas Medicine EDIT Stock Holding History

Thrive Wealth Management’s Portfolio EDIT Stock Details EDIT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$86.1K	Hold	33,500	–	–	0.01%	259
2026 Q2	$109K	Hold	33,500	–	–	0.01%	255
2026 Q1	$82.7K	Hold	33,500	–	–	0.01%	228
2025 Q4	$68.7K	Hold	33,500	–	–	0.01%	236
2025 Q3	$116K	Hold	33,500	–	–	0.02%	238
2025 Q2	$73.7K	Hold	33,500	–	–	0.01%	226
2025 Q1	$38.9K	Buy	33,500 +5,000	+18%	+$7.36K	0.01%	215
2024 Q4	$36.2K	Buy	+28,500	New	+$72.6K	0.01%	196
2024 Q3	–	Sell	-18,500	Closed	-$86.4K	–	220
2024 Q2	$86.4K	Hold	18,500	–	–	0.02%	213
2024 Q1	$137K	Hold	18,500	–	–	0.03%	208
2023 Q4	$187K	Buy	+18,500	New	+$162K	0.04%	191

Other funds holding EDIT

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Green Alpha Advisors Niwot, Colorado $148M AUM 98.22% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

DLK Investment Management Solana Beach, California $275M AUM 10.69% 1-Year Est. Return

Abel Hall LLC Baton Rouge, Louisiana $556M AUM 43.18% 1-Year Est. Return

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return

Activest Wealth Management Aventure, Florida $540M AUM 34.92% 1-Year Est. Return

Owl Creek Wealth Partners Denver, Colorado $355M AUM

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

Thrive Wealth Management's EDIT Position: Q3 2026 in Review

Thrive Wealth Management held its Editas Medicine (EDIT) position steady in Q3 2026 at 33,500 shares worth $86.1K. The position accounts for 0.01% of the portfolio, ranked #259.

Thrive Wealth Management first reported a position in EDIT in Q4 2023 and has held it in 11 quarters since. The position peaked at $187K in Q4 2023. 23 funds tracked by Wall St. Rank hold EDIT as of Q3 2026.

Thrive Wealth Management held 33,500 shares of Editas Medicine worth $86.1K as of Q3 2026.
Thrive Wealth Management left its Editas Medicine share count unchanged in Q3 2026.
Editas Medicine made up 0.01% of Thrive Wealth Management's portfolio in Q3 2026, its #259 holding.
Thrive Wealth Management first reported a position in Editas Medicine in Q4 2023 and has held it in 11 quarters since.
Thrive Wealth Management's Editas Medicine position peaked at $187K in Q4 2023.
23 funds tracked by Wall St. Rank held Editas Medicine as of Q3 2026.

Based on Thrive Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.