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Essential Partners’s ImmunityBio IBRX Stock Holding History

Essential 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 		$1K Hold
106
– – ﹤0.01% 2185
2026
Q2 		$928 Hold
106
– – ﹤0.01% 2276
2026
Q1 		$813 Hold
106
– – ﹤0.01% 2303
2025
Q4 		$210 Sell
106
-12
-10% -$27 ﹤0.01% 2423
2025
Q3 		$290 Sell
118
-30
-20% -$77 ﹤0.01% 2328
2025
Q2 		$391 Buy
+148
New +$398 ﹤0.01% 1767

Other funds holding IBRX

HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
DA
Doliver Advisors Houston, Texas $458M AUM 38.24% 1-Year Est. Return
MWM
MFG Wealth Management Indianapolis, Indiana $138M AUM 31.54% 1-Year Est. Return
CFO
Collective Family Office York, Pennsylvania $484M AUM 13.93% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $2.57B AUM 28.13% 1-Year Est. Return
CC
Courier Capital Buffalo, New York $532M AUM 15.78% 1-Year Est. Return
GWSA
Global Wealth Strategies & Associates Denver, Colorado $546M AUM 14.96% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
PCA
Private Capital Advisors Darien, Connecticut $1.15B AUM 43.46% 1-Year Est. Return
FWP
Firethorn Wealth Partners Augusta, Georgia $313M AUM 15.55% 1-Year Est. Return

Essential Partners's IBRX Position: Q3 2026 in Review

Essential Partners held its ImmunityBio (IBRX) position steady in Q3 2026 at 106 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #2185.

Essential Partners first reported a position in IBRX in Q2 2025 and has held it in 6 quarters since. 27 funds tracked by Wall St. Rank hold IBRX as of Q3 2026.

  • Essential Partners held 106 shares of ImmunityBio worth $1K as of Q3 2026.
  • Essential Partners left its ImmunityBio share count unchanged in Q3 2026.
  • ImmunityBio made up ﹤0.01% of Essential Partners's portfolio in Q3 2026, its #2185 holding.
  • Essential Partners first reported a position in ImmunityBio in Q2 2025 and has held it in 6 quarters since.
  • 27 funds tracked by Wall St. Rank held ImmunityBio as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.