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Bell & Brown Wealth Advisors’s ImmunityBio IBRX Stock Holding History

Bell & Brown Wealth Advisors’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
Q2 		$657K Hold
75,050
– – 0.2% 61
2026
Q1 		$576K Sell
75,050
-7,600
-9% -$52K 0.19% 59
2025
Q4 		$164K Sell
82,650
-100
-0.1% -$227 0.05% 71
2025
Q3 		$204K Buy
82,750
+5,000
+6% +$12.9K 0.07% 71
2025
Q2 		$205K Buy
77,750
+19,050
+32% +$51.2K 0.07% 67
2025
Q1 		$177K Buy
58,700
+17,300
+42% +$52.4K 0.07% 68
2024
Q4 		$106K Buy
41,400
+4,500
+12% +$18.7K 0.04% 71
2024
Q3 		$137K Buy
36,900
+2,500
+7% +$11.6K 0.05% 71
2024
Q2 		$217K Buy
34,400
+100
+0.3% +$659 0.08% 65
2024
Q1 		$184K Sell
34,300
-100
-0.3% -$453 0.08% 68
2023
Q4 		$173K Buy
+34,400
New +$108K 0.08% 74
2023
Q2 		$55.9K Buy
+20,100
New +$56.8K 0.03% 70

Other funds holding IBRX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bell & Brown Wealth Advisors's IBRX Position: Q2 2026 in Review

Bell & Brown Wealth Advisors held its ImmunityBio (IBRX) position steady in Q2 2026 at 75,050 shares worth $657K. The position accounts for 0.2% of the portfolio, ranked #61.

Bell & Brown Wealth Advisors first reported a position in IBRX in Q2 2023 and has held it in 12 quarters since. 405 funds tracked by Wall St. Rank hold IBRX as of Q2 2026.

  • Bell & Brown Wealth Advisors held 75,050 shares of ImmunityBio worth $657K as of Q2 2026.
  • Bell & Brown Wealth Advisors left its ImmunityBio share count unchanged in Q2 2026.
  • ImmunityBio made up 0.2% of Bell & Brown Wealth Advisors's portfolio in Q2 2026, its #61 holding.
  • Bell & Brown Wealth Advisors first reported a position in ImmunityBio in Q2 2023 and has held it in 12 quarters since.
  • 405 funds tracked by Wall St. Rank held ImmunityBio as of Q2 2026.

Based on Bell & Brown Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.