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Clearstead Advisors’s ImmunityBio IBRX Stock Holding History

Clearstead 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
Q1 		$2.65M Buy
345,700
+34,000
+11% +$233K 0.03% 315
2025
Q4 		$617K Buy
311,700
+38,704
+14% +$87.7K 0.01% 596
2025
Q3 		$672K Buy
272,996
+25,501
+10% +$65.7K 0.01% 549
2025
Q2 		$653K Buy
247,495
+11,295
+5% +$30.4K 0.01% 535
2025
Q1 		$711K Buy
236,200
+20,000
+9% +$60.6K 0.01% 489
2024
Q4 		$553K Buy
216,200
+10,200
+5% +$42.5K 0.01% 552
2024
Q3 		$766K Buy
206,000
+17,500
+9% +$81K 0.01% 477
2024
Q2 		$1.19M Buy
+188,500
New +$1.24M 0.02% 354

Other funds holding IBRX

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
D.E. Shaw & Co
D.E. Shaw & Co New York $127B AUM 43.98% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $121B AUM 33.93% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HF
HRT Financial New York $26B AUM 58.22% 1-Year Est. Return
WP
Woodline Partners San Francisco, California $26.4B AUM 44.85% 1-Year Est. Return