Blue Trust Inc’s ImmunityBio IBRX Stock Holding History

Blue Trust Inc’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	–	Sell	-668	Closed	-$5.85K	–	2663
2026 Q2	$5.85K	Sell	668 -104	-13%	-$787	﹤0.01%	2003
2026 Q1	$5.92K	Buy	+772	New	+$5.28K	﹤0.01%	1957

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

Wealth Effects Boston, Massachusetts $370M AUM 63.53% 1-Year Est. Return

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

Blue Trust Inc's IBRX Position: Q3 2026 in Review

Blue Trust Inc sold out of ImmunityBio (IBRX) in Q3 2026, closing a stake of 668 shares — an estimated $5.85K sold.

Blue Trust Inc first reported a position in IBRX in Q1 2026 and held it in 2 quarters. The position peaked at $5.92K in Q1 2026. 88 funds tracked by Wall St. Rank hold IBRX as of Q3 2026.

Blue Trust Inc reported no remaining ImmunityBio position as of Q3 2026 after selling out during the quarter.
Blue Trust Inc sold 668 ImmunityBio shares in Q3 2026, an estimated $5.85K.
Blue Trust Inc first reported a position in ImmunityBio in Q1 2026 and held it in 2 quarters.
Blue Trust Inc's ImmunityBio position peaked at $5.92K in Q1 2026.
88 funds tracked by Wall St. Rank held ImmunityBio as of Q3 2026.

Based on Blue Trust Inc's 13F filing for Q3 2026, filed 15 Oct 2026.