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Doliver Advisors’s ImmunityBio IBRX Stock Holding History

Doliver 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
Q3 		$1.98M Buy
210,000
+110,000
+110% +$879K 0.43% 33
2026
Q2 		$876K Buy
100,000
+50,000
+100% +$378K 0.2% 83
2026
Q1 		$384K Buy
+50,000
New +$342K 0.09% 136

Other funds holding IBRX

HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
MWM
MFG Wealth Management Indianapolis, Indiana $138M AUM 31.54% 1-Year Est. Return
CFO
Collective Family Office York, Pennsylvania $484M AUM 13.93% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $2.57B AUM 28.13% 1-Year Est. Return
CC
Courier Capital Buffalo, New York $532M AUM 15.78% 1-Year Est. Return
MIC
Meridian Investment Counsel Lafayette, California $431M AUM 32.55% 1-Year Est. Return
CCIA
Cherry Creek Investment Advisors Englewood, Colorado $261M AUM 29.65% 1-Year Est. Return
GWSA
Global Wealth Strategies & Associates Denver, Colorado $546M AUM 14.96% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
PCA
Private Capital Advisors Darien, Connecticut $1.15B AUM 43.46% 1-Year Est. Return

Doliver Advisors's IBRX Position: Q3 2026 in Review

Doliver Advisors increased its ImmunityBio (IBRX) stake by 110% in Q3 2026, buying an estimated $879K and bringing the position to 210,000 shares worth $1.98M. The position accounts for 0.43% of the portfolio, ranked #33.

Doliver Advisors first reported a position in IBRX in Q1 2026 and has held it in 3 quarters since. 33 funds tracked by Wall St. Rank hold IBRX as of Q3 2026.

  • Doliver Advisors held 210,000 shares of ImmunityBio worth $1.98M as of Q3 2026.
  • Doliver Advisors bought 110,000 ImmunityBio shares in Q3 2026, an estimated $879K.
  • ImmunityBio made up 0.43% of Doliver Advisors's portfolio in Q3 2026, its #33 holding.
  • Doliver Advisors first reported a position in ImmunityBio in Q1 2026 and has held it in 3 quarters since.
  • 33 funds tracked by Wall St. Rank held ImmunityBio as of Q3 2026.

Based on Doliver Advisors's 13F filing for Q3 2026, filed 1 Oct 2026.