EP Wealth Advisors’s ImmunityBio IBRX Stock Holding History

EP Wealth 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 Q1	$107K	Sell	14,011 -3,429	-20%	-$23.5K	﹤0.01%	1457
2025 Q4	$34.5K	Buy	+17,440	New	+$39.5K	﹤0.01%	1468

Other funds holding IBRX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 New York $166B AUM 43.98% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return

Woodline Partners San Francisco, California $26.4B AUM 44.85% 1-Year Est. Return

EP Wealth Advisors's IBRX Position: Q1 2026 in Review

EP Wealth Advisors reduced its ImmunityBio (IBRX) stake by 20% in Q1 2026, selling an estimated $23.5K and leaving 14,011 shares worth $107K. The position accounts for ﹤0.01% of the portfolio, ranked #1457.

EP Wealth Advisors first reported a position in IBRX in Q4 2025 and has held it in 2 quarters since. 386 funds tracked by Wall St. Rank hold IBRX as of Q1 2026.

EP Wealth Advisors held 14,011 shares of ImmunityBio worth $107K as of Q1 2026.
EP Wealth Advisors sold 3,429 ImmunityBio shares in Q1 2026, an estimated $23.5K.
ImmunityBio made up ﹤0.01% of EP Wealth Advisors's portfolio in Q1 2026, its #1457 holding.
EP Wealth Advisors first reported a position in ImmunityBio in Q4 2025 and has held it in 2 quarters since.
386 funds tracked by Wall St. Rank held ImmunityBio as of Q1 2026.

Based on EP Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.