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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
Q2 		$128K Buy
14,606
+595
+4% +$4.5K ﹤0.01% 1620
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
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

EP Wealth Advisors's IBRX Position: Q2 2026 in Review

EP Wealth Advisors increased its ImmunityBio (IBRX) stake by 4.2% in Q2 2026, buying an estimated $4.5K and bringing the position to 14,606 shares worth $128K. The position accounts for ﹤0.01% of the portfolio, ranked #1620.

EP Wealth Advisors first reported a position in IBRX in Q4 2025 and has held it in 3 quarters since. 405 funds tracked by Wall St. Rank hold IBRX as of Q2 2026.

  • EP Wealth Advisors held 14,606 shares of ImmunityBio worth $128K as of Q2 2026.
  • EP Wealth Advisors bought 595 ImmunityBio shares in Q2 2026, an estimated $4.5K.
  • ImmunityBio made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #1620 holding.
  • EP Wealth Advisors first reported a position in ImmunityBio in Q4 2025 and has held it in 3 quarters since.
  • 405 funds tracked by Wall St. Rank held ImmunityBio as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.