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Integrated Wealth Concepts’s ImmunityBio IBRX Stock Holding History

Integrated Wealth Concepts’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 		$114K Buy
12,972
+1,572
+14% +$11.9K ﹤0.01% 2718
2026
Q1 		$87.4K Buy
+11,400
New +$78K ﹤0.01% 2190
2024
Q4 		– Sell
-17,158
Closed -$63.8K – 1751
2024
Q3 		$63.8K Hold
17,158
– – ﹤0.01% 1634
2024
Q2 		$108K Buy
+17,158
New +$113K ﹤0.01% 1574
2024
Q1 		– Sell
-13,508
Closed -$67.8K – 1679
2023
Q4 		$67.8K Hold
13,508
– – ﹤0.01% 1547
2023
Q3 		$22.8K Sell
13,508
-4,950
-27% -$9.94K ﹤0.01% 1537
2023
Q2 		$51.3K Buy
18,458
+50
+0.3% +$141 ﹤0.01% 1518
2023
Q1 		$34K Buy
+18,408
New +$57.2K ﹤0.01% 1316

Other funds holding IBRX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Integrated Wealth Concepts's IBRX Position: Q2 2026 in Review

Integrated Wealth Concepts increased its ImmunityBio (IBRX) stake by 14% in Q2 2026, buying an estimated $11.9K and bringing the position to 12,972 shares worth $114K. The position accounts for ﹤0.01% of the portfolio, ranked #2718.

Integrated Wealth Concepts first reported a position in IBRX in Q1 2023 and has held it in 8 quarters since. 404 funds tracked by Wall St. Rank hold IBRX as of Q2 2026.

  • Integrated Wealth Concepts held 12,972 shares of ImmunityBio worth $114K as of Q2 2026.
  • Integrated Wealth Concepts bought 1,572 ImmunityBio shares in Q2 2026, an estimated $11.9K.
  • ImmunityBio made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #2718 holding.
  • Integrated Wealth Concepts first reported a position in ImmunityBio in Q1 2023 and has held it in 8 quarters since.
  • 404 funds tracked by Wall St. Rank held ImmunityBio as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.