EverSource Wealth Advisors’s ImmunityBio IBRX Stock Holding History

EverSource 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	$3.96K	Sell	452 -15	-3%	-$114	﹤0.01%	3404
2026 Q1	$3.58K	Sell	467 -348	-43%	-$2.38K	﹤0.01%	3415
2025 Q4	$1.61K	Sell	815 -162	-17%	-$367	﹤0.01%	3572
2025 Q3	$2.4K	Sell	977 -34	-3%	-$88	﹤0.01%	3461
2025 Q2	$2.67K	Buy	1,011 +43	+4%	+$116	﹤0.01%	3402
2025 Q1	$2.91K	Buy	968 +245	+34%	+$743	﹤0.01%	2742
2024 Q4	$1.85K	Hold	723	–	–	﹤0.01%	2744
2024 Q3	$2.69K	Hold	723	–	–	﹤0.01%	2439
2024 Q2	$3.72K	Hold	723	–	–	﹤0.01%	2322
2024 Q1	$5.78K	Hold	723	–	–	﹤0.01%	1977
2023 Q4	$3.63K	Buy	+723	New	+$2.27K	﹤0.01%	1984

Other funds holding IBRX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

EverSource Wealth Advisors reduced its ImmunityBio (IBRX) stake by 3.2% in Q2 2026, selling an estimated $114 and leaving 452 shares worth $3.96K. The position accounts for ﹤0.01% of the portfolio, ranked #3404.

EverSource Wealth Advisors first reported a position in IBRX in Q4 2023 and has held it in 11 quarters since. The position peaked at $5.78K in Q1 2024. 404 funds tracked by Wall St. Rank hold IBRX as of Q2 2026.

EverSource Wealth Advisors held 452 shares of ImmunityBio worth $3.96K as of Q2 2026.
EverSource Wealth Advisors sold 15 ImmunityBio shares in Q2 2026, an estimated $114.
ImmunityBio made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #3404 holding.
EverSource Wealth Advisors first reported a position in ImmunityBio in Q4 2023 and has held it in 11 quarters since.
EverSource Wealth Advisors's ImmunityBio position peaked at $5.78K in Q1 2024.
404 funds tracked by Wall St. Rank held ImmunityBio as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.