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Fortitude Family Office’s ImmunityBio IBRX Stock Holding History

Fortitude Family Office’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 		$4.25K Buy
450
+293
+187% +$2.34K ﹤0.01% 1653
2026
Q2 		$1.38K Buy
157
+43
+38% +$325 ﹤0.01% 1629
2026
Q1 		$874 Buy
114
+80
+235% +$548 ﹤0.01% 1543
2025
Q4 		$67 Sell
34
-10
-23% -$23 ﹤0.01% 1902
2025
Q3 		$108 Hold
44
– – ﹤0.01% 1956
2025
Q2 		$116 Buy
+44
New +$118 ﹤0.01% 1998
2024
Q4 		– Sell
-95
Closed -$353 – 1341
2024
Q3 		$353 Buy
+95
New +$440 ﹤0.01% 1178

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
MIC
Meridian Investment Counsel Lafayette, California $431M AUM 32.55% 1-Year Est. Return
CCIA
Cherry Creek Investment Advisors Englewood, Colorado $261M AUM 29.65% 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

Fortitude Family Office's IBRX Position: Q3 2026 in Review

Fortitude Family Office increased its ImmunityBio (IBRX) stake by 187% in Q3 2026, buying an estimated $2.34K and bringing the position to 450 shares worth $4.25K. The position accounts for ﹤0.01% of the portfolio, ranked #1653.

Fortitude Family Office first reported a position in IBRX in Q3 2024 and has held it in 7 quarters since. 33 funds tracked by Wall St. Rank hold IBRX as of Q3 2026.

  • Fortitude Family Office held 450 shares of ImmunityBio worth $4.25K as of Q3 2026.
  • Fortitude Family Office bought 293 ImmunityBio shares in Q3 2026, an estimated $2.34K.
  • ImmunityBio made up ﹤0.01% of Fortitude Family Office's portfolio in Q3 2026, its #1653 holding.
  • Fortitude Family Office first reported a position in ImmunityBio in Q3 2024 and has held it in 7 quarters since.
  • 33 funds tracked by Wall St. Rank held ImmunityBio as of Q3 2026.

Based on Fortitude Family Office's 13F filing for Q3 2026, filed 14 Oct 2026.