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Harbor Investment Advisory’s ImmunityBio IBRX Stock Holding History

Harbor Investment Advisory’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 		$4.77K Hold
505
– – ﹤0.01% 1206
2026
Q2 		$4.42K Buy
505
+130
+35% +$984 ﹤0.01% 1139
2026
Q1 		$2.88K Hold
375
– – ﹤0.01% 1084
2025
Q4 		$743 Hold
375
– – ﹤0.01% 1176
2025
Q3 		$923 Buy
+375
New +$966 ﹤0.01% 1132

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
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
PCA
Private Capital Advisors Darien, Connecticut $1.15B AUM 43.46% 1-Year Est. Return

Harbor Investment Advisory's IBRX Position: Q3 2026 in Review

Harbor Investment Advisory held its ImmunityBio (IBRX) position steady in Q3 2026 at 505 shares worth $4.77K. The position accounts for ﹤0.01% of the portfolio, ranked #1206.

Harbor Investment Advisory first reported a position in IBRX in Q3 2025 and has held it in 5 quarters since. 28 funds tracked by Wall St. Rank hold IBRX as of Q3 2026.

  • Harbor Investment Advisory held 505 shares of ImmunityBio worth $4.77K as of Q3 2026.
  • Harbor Investment Advisory left its ImmunityBio share count unchanged in Q3 2026.
  • ImmunityBio made up ﹤0.01% of Harbor Investment Advisory's portfolio in Q3 2026, its #1206 holding.
  • Harbor Investment Advisory first reported a position in ImmunityBio in Q3 2025 and has held it in 5 quarters since.
  • 28 funds tracked by Wall St. Rank held ImmunityBio as of Q3 2026.

Based on Harbor Investment Advisory's 13F filing for Q3 2026, filed 13 Oct 2026.