Planning Strategies’s ImmunityBio IBRX Stock Holding History

Planning Strategies’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	$944	Hold	100	–	–	﹤0.01%	811
2026 Q2	$876	Buy	+100	New	+$757	﹤0.01%	766

Other funds holding IBRX

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Vanguard Fiduciary Trust Malvern, Pennsylvania $463B AUM

SEB Asset Management Stockholm $27B AUM

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $71.4B AUM 33.43% 1-Year Est. Return

Planning Strategies's IBRX Position: Q3 2026 in Review

Planning Strategies held its ImmunityBio (IBRX) position steady in Q3 2026 at 100 shares worth $944. The position accounts for ﹤0.01% of the portfolio, ranked #811.

Planning Strategies first reported a position in IBRX in Q2 2026 and has held it in 2 quarters since. 321 funds tracked by Wall St. Rank hold IBRX as of Q3 2026.

Planning Strategies held 100 shares of ImmunityBio worth $944 as of Q3 2026.
Planning Strategies left its ImmunityBio share count unchanged in Q3 2026.
ImmunityBio made up ﹤0.01% of Planning Strategies's portfolio in Q3 2026, its #811 holding.
Planning Strategies first reported a position in ImmunityBio in Q2 2026 and has held it in 2 quarters since.
321 funds tracked by Wall St. Rank held ImmunityBio as of Q3 2026.

Based on Planning Strategies's 13F filing for Q3 2026, filed 2 Oct 2026.