Elevation Wealth Partners’s ImmunityBio IBRX Stock Holding History

Elevation Wealth Partners’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	$14.2K	Hold	1,500	–	–	﹤0.01%	773
2026 Q2	$13.1K	Hold	1,500	–	–	﹤0.01%	725
2026 Q1	$11.5K	Hold	1,500	–	–	﹤0.01%	486
2025 Q4	$2.97K	Hold	1,500	–	–	﹤0.01%	732
2025 Q3	$3.69K	Hold	1,500	–	–	﹤0.01%	530
2025 Q2	$3.96K	Hold	1,500	–	–	﹤0.01%	415
2025 Q1	$4.52K	Hold	1,500	–	–	﹤0.01%	410
2024 Q4	$3.84K	Hold	1,500	–	–	﹤0.01%	424
2024 Q3	$5.58K	Buy	+1,500	New	+$6.94K	﹤0.01%	386

Other funds holding IBRX

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Vestor Capital Chicago, Illinois $1.59B AUM 24.72% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return

Allen Holding New York $1.15B AUM 24.01% 1-Year Est. Return

Kercheville Advisors San Antonio, Texas $361M AUM 57.53% 1-Year Est. Return

D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return

Sheets Smith Wealth Management Winston-Salem, North Carolina $958M AUM 21.88% 1-Year Est. Return

State of Michigan Retirement System Lansing, Michigan $22.6B AUM 32.98% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.4B AUM 16.7% 1-Year Est. Return

Elevation Wealth Partners's IBRX Position: Q3 2026 in Review

Elevation Wealth Partners held its ImmunityBio (IBRX) position steady in Q3 2026 at 1,500 shares worth $14.2K. The position accounts for ﹤0.01% of the portfolio, ranked #773.

Elevation Wealth Partners first reported a position in IBRX in Q3 2024 and has held it in 9 quarters since. 147 funds tracked by Wall St. Rank hold IBRX as of Q3 2026.

Elevation Wealth Partners held 1,500 shares of ImmunityBio worth $14.2K as of Q3 2026.
Elevation Wealth Partners left its ImmunityBio share count unchanged in Q3 2026.
ImmunityBio made up ﹤0.01% of Elevation Wealth Partners's portfolio in Q3 2026, its #773 holding.
Elevation Wealth Partners first reported a position in ImmunityBio in Q3 2024 and has held it in 9 quarters since.
147 funds tracked by Wall St. Rank held ImmunityBio as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.