Thrive Wealth Management’s OmniAb OABI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$89.5K	Hold	18,046	–	–	0.01%	258
2026 Q2	$44.4K	Buy	18,046 +765	+4%	+$1.52K	0.01%	259
2026 Q1	$27.1K	Hold	17,281	–	–	﹤0.01%	231
2025 Q4	$32K	Hold	17,281	–	–	﹤0.01%	238
2025 Q3	$27.6K	Hold	17,281	–	–	﹤0.01%	240
2025 Q2	$30.1K	Buy	17,281 +1,200	+7%	+$2.01K	﹤0.01%	229
2025 Q1	$38.6K	Hold	16,081	–	–	0.01%	216
2024 Q4	$56.9K	Hold	16,081	–	–	0.01%	194
2024 Q3	$68K	Hold	16,081	–	–	0.01%	214
2024 Q2	$60.3K	Buy	16,081 +1,950	+14%	+$8.89K	0.01%	214
2024 Q1	$76.6K	Hold	14,131	–	–	0.02%	210
2023 Q4	$87.2K	Hold	14,131	–	–	0.02%	193
2023 Q3	$73.3K	Hold	14,131	–	–	0.02%	167
2023 Q2	$71.1K	Buy	+14,131	New	+$57.3K	0.02%	180

Other funds holding OABI

Isthmus Partners Madison, Wisconsin $1.04B AUM 19.97% 1-Year Est. Return

Woodstock Corp Boston, Massachusetts $1.24B AUM 22.02% 1-Year Est. Return

Sterling Capital Management Charlotte, North Carolina $4.92B AUM 24.73% 1-Year Est. Return

SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return

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

Dynamic Wealth Strategies Granite Bay, California $188M AUM 12.25% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

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

Thrive Wealth Management held its OmniAb (OABI) position steady in Q3 2026 at 18,046 shares worth $89.5K. The position accounts for 0.01% of the portfolio, ranked #258.

Thrive Wealth Management first reported a position in OABI in Q2 2023 and has held it in 14 quarters since. 11 funds tracked by Wall St. Rank hold OABI as of Q3 2026.

Thrive Wealth Management held 18,046 shares of OmniAb worth $89.5K as of Q3 2026.
Thrive Wealth Management left its OmniAb share count unchanged in Q3 2026.
OmniAb made up 0.01% of Thrive Wealth Management's portfolio in Q3 2026, its #258 holding.
Thrive Wealth Management first reported a position in OmniAb in Q2 2023 and has held it in 14 quarters since.
11 funds tracked by Wall St. Rank held OmniAb as of Q3 2026.

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