Hennion & Walsh Asset Management’s ImmunityBio IBRX Stock Holding History

Hennion & Walsh Asset Management’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	$3.87M	Buy	409,749 +5,839	+1%	+$46.7K	0.11%	231
2026 Q2	$3.54M	Sell	403,910 -3,534	-0.9%	-$26.7K	0.1%	252
2026 Q1	$3.13M	Buy	407,444 +4,805	+1%	+$32.9K	0.11%	247
2025 Q4	$797K	Buy	402,639 +95,855	+31%	+$217K	0.03%	580
2025 Q3	$755K	Buy	306,784 +126,263	+70%	+$325K	0.03%	579
2025 Q2	$477K	Buy	+180,521	New	+$485K	0.02%	685

Other funds holding IBRX

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

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 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

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

MWM

Maltin Wealth Management Ridgewood, New Jersey $308M AUM 16.5% 1-Year Est. Return

Hennion & Walsh Asset Management's IBRX Position: Q3 2026 in Review

Hennion & Walsh Asset Management increased its ImmunityBio (IBRX) stake by 1.4% in Q3 2026, buying an estimated $46.7K and bringing the position to 409,749 shares worth $3.87M. The position accounts for 0.11% of the portfolio, ranked #231.

Hennion & Walsh Asset Management first reported a position in IBRX in Q2 2025 and has held it in 6 quarters since. 25 funds tracked by Wall St. Rank hold IBRX as of Q3 2026.

Hennion & Walsh Asset Management held 409,749 shares of ImmunityBio worth $3.87M as of Q3 2026.
Hennion & Walsh Asset Management bought 5,839 ImmunityBio shares in Q3 2026, an estimated $46.7K.
ImmunityBio made up 0.11% of Hennion & Walsh Asset Management's portfolio in Q3 2026, its #231 holding.
Hennion & Walsh Asset Management first reported a position in ImmunityBio in Q2 2025 and has held it in 6 quarters since.
25 funds tracked by Wall St. Rank held ImmunityBio as of Q3 2026.

Based on Hennion & Walsh Asset Management's 13F filing for Q3 2026, filed 13 Oct 2026.