Opal Wealth Advisors
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Opal Wealth Advisors’s ImmunityBio IBRX Stock Holding History

Opal 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
Q3 		$243K Sell
25,774
-800
-3% -$6.4K 0.05% 176
2026
Q2 		$233K Buy
26,574
+2,930
+12% +$22.2K 0.05% 199
2026
Q1 		$181K Buy
23,644
+9,319
+65% +$63.8K 0.04% 217
2025
Q4 		$28.4K Buy
+14,325
New +$32.5K 0.01% 206

Other funds holding IBRX

Kercheville Advisors
Kercheville Advisors San Antonio, Texas $361M AUM 57.53% 1-Year Est. Return
Sheets Smith Wealth Management
Sheets Smith Wealth Management Winston-Salem, North Carolina $958M AUM 21.88% 1-Year Est. Return
Hennion & Walsh Asset Management
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
Doliver Advisors
Doliver Advisors Houston, Texas $458M AUM 38.24% 1-Year Est. Return
MFG Wealth Management
MFG Wealth Management Indianapolis, Indiana $138M AUM 31.54% 1-Year Est. Return
Collective Family Office
Collective Family Office York, Pennsylvania $484M AUM 13.93% 1-Year Est. Return
B. Riley Wealth Advisors
B. Riley Wealth Advisors Boca Raton, Florida $2.57B AUM 28.13% 1-Year Est. Return
Meridian Investment Counsel
Meridian Investment Counsel Lafayette, California $431M AUM 32.55% 1-Year Est. Return
Cherry Creek Investment Advisors
Cherry Creek Investment Advisors Englewood, Colorado $261M AUM 29.65% 1-Year Est. Return

Opal Wealth Advisors's IBRX Position: Q3 2026 in Review

Opal Wealth Advisors reduced its ImmunityBio (IBRX) stake by 3% in Q3 2026, selling an estimated $6.4K and leaving 25,774 shares worth $243K. The position accounts for 0.05% of the portfolio, ranked #176.

Opal Wealth Advisors first reported a position in IBRX in Q4 2025 and has held it in 4 quarters since. 64 funds tracked by Wall St. Rank hold IBRX as of Q3 2026.

  • Opal Wealth Advisors held 25,774 shares of ImmunityBio worth $243K as of Q3 2026.
  • Opal Wealth Advisors sold 800 ImmunityBio shares in Q3 2026, an estimated $6.4K.
  • ImmunityBio made up 0.05% of Opal Wealth Advisors's portfolio in Q3 2026, its #176 holding.
  • Opal Wealth Advisors first reported a position in ImmunityBio in Q4 2025 and has held it in 4 quarters since.
  • 64 funds tracked by Wall St. Rank held ImmunityBio as of Q3 2026.

Based on Opal Wealth Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.