Creative Planning
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Creative Planning’s ImmunityBio IBRX Stock Holding History

Creative Planning’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 		$1.21M Buy
138,229
+17,538
+15% +$133K ﹤0.01% 2486
2026
Q1 		$926K Buy
120,691
+53,056
+78% +$363K ﹤0.01% 2527
2025
Q4 		$134K Buy
67,635
+14,492
+27% +$32.8K ﹤0.01% 3661
2025
Q3 		$131K Sell
53,143
-8,885
-14% -$22.9K ﹤0.01% 3625
2025
Q2 		$164K Buy
62,028
+5,231
+9% +$14.1K ﹤0.01% 3301
2025
Q1 		$171K Buy
56,797
+38,081
+203% +$115K ﹤0.01% 3130
2024
Q4 		$47.9K Buy
+18,716
New +$78K ﹤0.01% 3256
2024
Q2 		– Sell
-40,438
Closed -$217K – 3117
2024
Q1 		$217K Buy
40,438
+8,800
+28% +$39.8K ﹤0.01% 2512
2023
Q4 		$159K Buy
+31,638
New +$99.3K ﹤0.01% 2497
2021
Q2 		– Sell
-37,811
Closed -$898K – 2308
2021
Q1 		$898K Sell
37,811
-3,208
-8% -$83.2K ﹤0.01% 1085
2020
Q4 		$547K Sell
41,019
-13,700
-25% -$132K ﹤0.01% 1259
2020
Q3 		$379K Sell
54,719
-7,450
-12% -$74.3K ﹤0.01% 1274
2020
Q2 		$763K Buy
62,169
+13,225
+27% +$74.7K ﹤0.01% 844
2020
Q1 		$141K Buy
48,944
+32,230
+193% +$161K ﹤0.01% 1467
2019
Q4 		$63K Hold
16,714
– – ﹤0.01% 1800
2019
Q3 		$20K Hold
16,714
– – ﹤0.01% 1857
2019
Q2 		$17K Sell
16,714
-1,000
-6% -$1.15K ﹤0.01% 1900
2019
Q1 		$28K Buy
+17,714
New +$22.2K ﹤0.01% 1823
2017
Q2 		– Sell
-7,300
Closed -$26K – 4707
2017
Q1 		$26K Hold
7,300
– – ﹤0.01% 2947
2016
Q4 		$42K Buy
7,300
+6,800
+1,360% +$45.4K ﹤0.01% 2529
2016
Q3 		$4K Hold
500
– – ﹤0.01% 3975
2016
Q2 		$3K Hold
500
– – ﹤0.01% 3888
2016
Q1 		$4K Hold
500
– – ﹤0.01% 3697
2015
Q4 		$9K Hold
500
– – ﹤0.01% 3357
2015
Q3 		$6K Buy
+500
New +$10.9K ﹤0.01% 3514

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

Creative Planning's IBRX Position: Q2 2026 in Review

Creative Planning increased its ImmunityBio (IBRX) stake by 15% in Q2 2026, buying an estimated $133K and bringing the position to 138,229 shares worth $1.21M. The position accounts for ﹤0.01% of the portfolio, ranked #2486.

Creative Planning first reported a position in IBRX in Q3 2015 and has held it in 25 quarters since. 404 funds tracked by Wall St. Rank hold IBRX as of Q2 2026.

  • Creative Planning held 138,229 shares of ImmunityBio worth $1.21M as of Q2 2026.
  • Creative Planning bought 17,538 ImmunityBio shares in Q2 2026, an estimated $133K.
  • ImmunityBio made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #2486 holding.
  • Creative Planning first reported a position in ImmunityBio in Q3 2015 and has held it in 25 quarters since.
  • 404 funds tracked by Wall St. Rank held ImmunityBio as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.