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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
Q2 		$91.5K Hold
10,450
– – 0.03% 55
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 $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

Envision Financial Planning's IBRX Position: Q2 2026 in Review

Envision Financial Planning held its ImmunityBio (IBRX) position steady in Q2 2026 at 10,450 shares worth $91.5K. The position accounts for 0.03% of the portfolio, ranked #55.

Envision Financial Planning first reported a position in IBRX in Q2 2025 and has held it in 5 quarters since. 405 funds tracked by Wall St. Rank hold IBRX as of Q2 2026.

  • Envision Financial Planning held 10,450 shares of ImmunityBio worth $91.5K as of Q2 2026.
  • Envision Financial Planning left its ImmunityBio share count unchanged in Q2 2026.
  • ImmunityBio made up 0.03% of Envision Financial Planning's portfolio in Q2 2026, its #55 holding.
  • Envision Financial Planning first reported a position in ImmunityBio in Q2 2025 and has held it in 5 quarters since.
  • 405 funds tracked by Wall St. Rank held ImmunityBio as of Q2 2026.

Based on Envision Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.