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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
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

SSWM
Sheets Smith Wealth Management Winston-Salem, North Carolina $1B AUM 29.77% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
MWM
MFG Wealth Management Indianapolis, Indiana $140M AUM 44.72% 1-Year Est. Return
DKCM
Davidson Kahn Capital Management Sherman Oaks, California $233M AUM 19.14% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CFO
Collective Family Office York, Pennsylvania $489M AUM 21.64% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return
CIC
Cutler Investment Counsel Jacksonville, Oregon $1.06B AUM 20.29% 1-Year Est. Return
DA
Doliver Advisors Houston, Texas $442M AUM 34.09% 1-Year Est. Return

Hennion & Walsh Asset Management's IBRX Position: Q2 2026 in Review

Hennion & Walsh Asset Management reduced its ImmunityBio (IBRX) stake by 0.87% in Q2 2026, selling an estimated $26.7K and leaving 403,910 shares worth $3.54M. The position accounts for 0.1% of the portfolio, ranked #252.

Hennion & Walsh Asset Management first reported a position in IBRX in Q2 2025 and has held it in 5 quarters since. 68 funds tracked by Wall St. Rank hold IBRX as of Q2 2026.

  • Hennion & Walsh Asset Management held 403,910 shares of ImmunityBio worth $3.54M as of Q2 2026.
  • Hennion & Walsh Asset Management sold 3,534 ImmunityBio shares in Q2 2026, an estimated $26.7K.
  • ImmunityBio made up 0.1% of Hennion & Walsh Asset Management's portfolio in Q2 2026, its #252 holding.
  • Hennion & Walsh Asset Management first reported a position in ImmunityBio in Q2 2025 and has held it in 5 quarters since.
  • 68 funds tracked by Wall St. Rank held ImmunityBio as of Q2 2026.

Based on Hennion & Walsh Asset Management's 13F filing for Q2 2026, filed 8 Jul 2026.