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Envision Financial Planning’s ImmunityBio IBRX Stock Holding History

Envision Financial 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
Q1 		$80.2K Hold
10,450
– – 0.03% 51
2025
Q4 		$20.7K Hold
10,450
– – 0.01% 47
2025
Q3 		$25.7K Hold
10,450
– – 0.01% 45
2025
Q2 		$27.6K Buy
+10,450
New +$28.1K 0.01% 49

Other funds holding IBRX

BlackRock
BlackRock New York $5.72T 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 $166B 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 $124B 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 $40.1B AUM 58.22% 1-Year Est. Return
WP
Woodline Partners San Francisco, California $26.4B AUM 44.85% 1-Year Est. Return

Envision Financial Planning's IBRX Position: Q1 2026 in Review

Envision Financial Planning held its ImmunityBio (IBRX) position steady in Q1 2026 at 10,450 shares worth $80.2K. The position accounts for 0.03% of the portfolio, ranked #51.

Envision Financial Planning first reported a position in IBRX in Q2 2025 and has held it in 4 quarters since. 386 funds tracked by Wall St. Rank hold IBRX as of Q1 2026.

  • Envision Financial Planning held 10,450 shares of ImmunityBio worth $80.2K as of Q1 2026.
  • Envision Financial Planning left its ImmunityBio share count unchanged in Q1 2026.
  • ImmunityBio made up 0.03% of Envision Financial Planning's portfolio in Q1 2026, its #51 holding.
  • Envision Financial Planning first reported a position in ImmunityBio in Q2 2025 and has held it in 4 quarters since.
  • 386 funds tracked by Wall St. Rank held ImmunityBio as of Q1 2026.

Based on Envision Financial Planning's 13F filing for Q1 2026, filed 15 May 2026.