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Crestwood Advisors Group’s ImmunityBio IBRX Stock Holding History

Crestwood Advisors Group’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 		$301K Sell
34,410
-280
-0.8% -$2.12K ﹤0.01% 679
2026
Q1 		$266K Buy
34,690
+1,638
+5% +$11.2K ﹤0.01% 634
2025
Q4 		$65.4K Buy
33,052
+489
+2% +$1.11K ﹤0.01% 691
2025
Q3 		$80.1K Buy
32,563
+10,176
+45% +$26.2K ﹤0.01% 566
2025
Q2 		$59.1K Buy
22,387
+187
+0.8% +$503 ﹤0.01% 527
2025
Q1 		$66.8K Buy
22,200
+6,000
+37% +$18.2K ﹤0.01% 493
2024
Q4 		$41.5K Buy
+16,200
New +$67.5K ﹤0.01% 457

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

Crestwood Advisors Group's IBRX Position: Q2 2026 in Review

Crestwood Advisors Group reduced its ImmunityBio (IBRX) stake by 0.81% in Q2 2026, selling an estimated $2.12K and leaving 34,410 shares worth $301K. The position accounts for ﹤0.01% of the portfolio, ranked #679.

Crestwood Advisors Group first reported a position in IBRX in Q4 2024 and has held it in 7 quarters since. 405 funds tracked by Wall St. Rank hold IBRX as of Q2 2026.

  • Crestwood Advisors Group held 34,410 shares of ImmunityBio worth $301K as of Q2 2026.
  • Crestwood Advisors Group sold 280 ImmunityBio shares in Q2 2026, an estimated $2.12K.
  • ImmunityBio made up ﹤0.01% of Crestwood Advisors Group's portfolio in Q2 2026, its #679 holding.
  • Crestwood Advisors Group first reported a position in ImmunityBio in Q4 2024 and has held it in 7 quarters since.
  • 405 funds tracked by Wall St. Rank held ImmunityBio as of Q2 2026.

Based on Crestwood Advisors Group's 13F filing for Q2 2026, filed 3 Aug 2026.