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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
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 $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