Thrive Wealth Management, LLC EDIT — EDITAS MEDICINE INC

Ownership history in Thrive Wealth Management, LLC  ·  9 quarters on record

AI Ownership Summary

Thrive Wealth Management, LLC reported EDITAS MEDICINE INC (EDIT) in 9 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.04% in 2023 Q4. The latest visible filing shows EDIT at 0.01% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this EDIT ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Thrive Wealth Management, LLC's position in EDITAS MEDICINE INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

EDIT was reported at 0.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.04% in 2023 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

EDIT stock page Thrive Wealth Management, LLC fund profile Thrive Wealth Management, LLC full holdings
How Thrive Wealth Management, LLC held EDIT — position size vs. price
% of Fund (quarterly)    EDIT price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED — — — 33,500 — 0% 0.01% $83K 2026-04-09 $2.89
2025 Q4 UNCHANGED — — — 33,500 — 0% 0.01% $69K 2026-01-12 $2.13
2025 Q3 UNCHANGED — — — 33,500 — 0% 0.02% $116K 2025-10-07 $3.93
2025 Q2 UNCHANGED — — — 33,500 — 0% 0.01% $74K 2025-07-09 $3.08
2025 Q1 ADDED — — — 33,500 +5,000 +17.5% 0.01% $39K 2025-04-10 $1.11
2024 Q4 ADDED — — — 28,500 +10,000 +54.1% 0.01% $36K 2025-01-16 $1.24
2024 Q2 UNCHANGED — — — 18,500 — 0% 0.02% $86K 2024-07-12 $5.54
2024 Q1 UNCHANGED — — — 18,500 — 0% 0.03% $137K 2024-04-16 $5.85
2023 Q4 INITIATED — — — 18,500 — — 0.04% $187K 2024-01-10 $9.46

🏢 Other funds also holding EDIT

As of 2026 Q1 — sorted by position size

Opaleye Management Inc. 3Y 7Y 0.63% Green Alpha Advisors, LLC 3Y 0.39% Arete Wealth Advisors, LLC 3Y 7Y 0.13% GSA CAPITAL PARTNERS LLP 3Y 7Y 0.07% KENNEDY CAPITAL MANAGEMENT LLC 3Y 7Y 0.06% Eversept Partners, LP 3Y 7Y 0.04% Hennion & Walsh Asset Management, Inc. 3Y 0.02% R Squared Ltd 0.02% DLK Investment Management, LLC 0.02% RENAISSANCE TECHNOLOGIES LLC 3Y 7Y 0.02%

FAQ About Thrive Wealth Management, LLC and EDIT

These are the practical questions this page is built to answer before you even open the full history table.

How long has Thrive Wealth Management, LLC reported owning EDIT?

Thrive Wealth Management, LLC reported EDIT across 9 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported EDIT position in Thrive Wealth Management, LLC's portfolio?

The largest reported portfolio weight for EDIT was 0.04% in 2023 Q4.

What is the latest reported EDIT position on this page?

The most recent filing on this page is 2026 Q1, when Thrive Wealth Management, LLC reported 33,500 shares, equal to 0.01% of portfolio, with an estimated market value of $83K.

What does the chart on this EDIT ownership page compare?

The chart compares Thrive Wealth Management, LLC's quarterly EDIT portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Thrive Wealth Management, LLC time their EDIT position?

Based on 13F filing dates vs. subsequent EDIT price moves, Thrive Wealth Management, LLC correctly timed 1 out of 3 reported position changes (33%). The annualised alpha on EDIT relative to SPY over the holding period was -50.3%.

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