EWA
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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
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
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
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
D.E. Shaw & Co New York $127B AUM 43.98% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $121B AUM 33.93% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HF
HRT Financial New York $26B AUM 58.22% 1-Year Est. Return
WP
Woodline Partners San Francisco, California $26.4B AUM 44.85% 1-Year Est. Return