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Root Financial Partners’s ImmunityBio IBRX Stock Holding History

Root Financial Partners’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 		– Sell
-146
Closed -$1.12K – 1694
2026
Q1 		$1.12K Sell
146
-27
-16% -$185 ﹤0.01% 2568
2025
Q4 		$343 Buy
173
+87
+101% +$197 ﹤0.01% 2250
2025
Q3 		$212 Buy
+86
New +$221 ﹤0.01% 2207

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

Root Financial Partners's IBRX Position: Q2 2026 in Review

Root Financial Partners sold out of ImmunityBio (IBRX) in Q2 2026, closing a stake of 146 shares — an estimated $1.12K sold.

Root Financial Partners first reported a position in IBRX in Q3 2025 and held it in 3 quarters. The position peaked at $1.12K in Q1 2026. 405 funds tracked by Wall St. Rank hold IBRX as of Q2 2026.

  • Root Financial Partners reported no remaining ImmunityBio position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 146 ImmunityBio shares in Q2 2026, an estimated $1.12K.
  • Root Financial Partners first reported a position in ImmunityBio in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's ImmunityBio position peaked at $1.12K in Q1 2026.
  • 405 funds tracked by Wall St. Rank held ImmunityBio as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.