Accurate Wealth Management’s ImmunityBio IBRX Stock Holding History

Accurate Wealth Management’s Portfolio IBRX Stock Details IBRX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$715K	Buy	70,645 +2	+0%	+$16	0.06%	290
2026 Q2	$626K	Buy	70,643 +17	+0%	+$129	0.06%	299
2026 Q1	$528K	Sell	70,626 -489,374	-87%	-$3.35M	0.06%	301
2025 Q4	$1.3M	Hold	560,000	–	–	0.17%	138
2025 Q3	$1.41M	Hold	560,000	–	–	0.19%	127
2025 Q2	$1.61M	Hold	560,000	–	–	0.25%	105
2025 Q1	$1.47M	Hold	560,000	–	–	0.28%	86
2024 Q4	$1.36M	Hold	560,000	–	–	0.26%	98
2024 Q3	$2.07M	Hold	560,000	–	–	0.42%	63
2024 Q2	$3.56M	Buy	+560,000	New	+$3.69M	0.85%	26

Other funds holding IBRX

Kercheville Advisors San Antonio, Texas $361M AUM 57.53% 1-Year Est. Return

Sheets Smith Wealth Management Winston-Salem, North Carolina $958M AUM 21.88% 1-Year Est. Return

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

Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

Doliver Advisors Houston, Texas $458M AUM 38.24% 1-Year Est. Return

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

MFG Wealth Management Indianapolis, Indiana $138M AUM 31.54% 1-Year Est. Return

Collective Family Office York, Pennsylvania $484M AUM 13.93% 1-Year Est. Return

B. Riley Wealth Advisors Boca Raton, Florida $2.57B AUM 28.13% 1-Year Est. Return

Meridian Investment Counsel Lafayette, California $431M AUM 32.55% 1-Year Est. Return

Accurate Wealth Management's IBRX Position: Q3 2026 in Review

Accurate Wealth Management increased its ImmunityBio (IBRX) stake by 0% in Q3 2026, buying an estimated $16 and bringing the position to 70,645 shares worth $715K. The position accounts for 0.06% of the portfolio, ranked #290.

Accurate Wealth Management first reported a position in IBRX in Q2 2024 and has held it in 10 quarters since. The position peaked at $3.56M in Q2 2024. 72 funds tracked by Wall St. Rank hold IBRX as of Q3 2026.

Accurate Wealth Management held 70,645 shares of ImmunityBio worth $715K as of Q3 2026.
Accurate Wealth Management bought 2 ImmunityBio shares in Q3 2026, an estimated $16.
ImmunityBio made up 0.06% of Accurate Wealth Management's portfolio in Q3 2026, its #290 holding.
Accurate Wealth Management first reported a position in ImmunityBio in Q2 2024 and has held it in 10 quarters since.
Accurate Wealth Management's ImmunityBio position peaked at $3.56M in Q2 2024.
72 funds tracked by Wall St. Rank held ImmunityBio as of Q3 2026.

Based on Accurate Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.