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Marshall & Sterling Wealth Advisors’s ImmunityBio IBRX Stock Holding History

Marshall & Sterling Wealth Advisors’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 		$438 Hold
50
– – ﹤0.01% 321
2026
Q1 		$384 Hold
50
– – ﹤0.01% 325
2025
Q4 		$99 Hold
50
– – ﹤0.01% 335
2025
Q3 		$123 Hold
50
– – ﹤0.01% 640
2025
Q2 		$132 Hold
50
– – ﹤0.01% 623
2025
Q1 		$151 Hold
50
– – ﹤0.01% 630
2024
Q4 		$128 Buy
+50
New +$208 ﹤0.01% 353

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

Marshall & Sterling Wealth Advisors's IBRX Position: Q2 2026 in Review

Marshall & Sterling Wealth Advisors held its ImmunityBio (IBRX) position steady in Q2 2026 at 50 shares worth $438. The position accounts for ﹤0.01% of the portfolio, ranked #321.

Marshall & Sterling Wealth Advisors first reported a position in IBRX in Q4 2024 and has held it in 7 quarters since. 404 funds tracked by Wall St. Rank hold IBRX as of Q2 2026.

  • Marshall & Sterling Wealth Advisors held 50 shares of ImmunityBio worth $438 as of Q2 2026.
  • Marshall & Sterling Wealth Advisors left its ImmunityBio share count unchanged in Q2 2026.
  • ImmunityBio made up ﹤0.01% of Marshall & Sterling Wealth Advisors's portfolio in Q2 2026, its #321 holding.
  • Marshall & Sterling Wealth Advisors first reported a position in ImmunityBio in Q4 2024 and has held it in 7 quarters since.
  • 404 funds tracked by Wall St. Rank held ImmunityBio as of Q2 2026.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.