Spire Wealth Management’s ImmunityBio IBRX Stock Holding History

Spire Wealth Management’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	$2.36K	Sell	270 -229	-46%	-$1.73K	﹤0.01%	1975
2026 Q1	$3.83K	Sell	499 -345	-41%	-$2.36K	﹤0.01%	1899
2025 Q4	$1.67K	Buy	844 +422	+100%	+$956	﹤0.01%	2128
2025 Q3	$1.04K	Hold	422	–	–	﹤0.01%	2268
2025 Q2	$1.11K	Hold	422	–	–	﹤0.01%	2263
2025 Q1	$1.27K	Hold	422	–	–	﹤0.01%	2347
2024 Q4	$1.08K	Hold	422	–	–	﹤0.01%	2357
2024 Q3	$1.57K	Hold	422	–	–	﹤0.01%	2040
2024 Q2	$2.67K	Hold	422	–	–	﹤0.01%	1957
2024 Q1	$2.27K	Hold	422	–	–	﹤0.01%	2064
2023 Q4	$1.52K	Hold	422	–	–	﹤0.01%	2198
2023 Q3	$713	Hold	422	–	–	﹤0.01%	2312
2023 Q2	$1.17K	Hold	422	–	–	﹤0.01%	2288
2023 Q1	$768	Hold	422	–	–	﹤0.01%	2419
2022 Q4	$2K	Hold	422	–	–	﹤0.01%	2054
2022 Q3	$2K	Sell	422 -195	-32%	-$889	﹤0.01%	1954
2022 Q2	$2K	Hold	617	–	–	﹤0.01%	2359
2022 Q1	$3K	Hold	617	–	–	﹤0.01%	2331
2021 Q4	$4K	Hold	617	–	–	﹤0.01%	2629
2021 Q3	$6K	Hold	617	–	–	﹤0.01%	2234
2021 Q2	$9K	Hold	617	–	–	﹤0.01%	2156
2021 Q1	$15K	Buy	+617	New	+$16K	﹤0.01%	2263

Other funds holding IBRX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Spire Wealth Management's IBRX Position: Q2 2026 in Review

Spire Wealth Management reduced its ImmunityBio (IBRX) stake by 46% in Q2 2026, selling an estimated $1.73K and leaving 270 shares worth $2.36K. The position accounts for ﹤0.01% of the portfolio, ranked #1975.

Spire Wealth Management first reported a position in IBRX in Q1 2021 and has held it in 22 quarters since. The position peaked at $15K in Q1 2021. 405 funds tracked by Wall St. Rank hold IBRX as of Q2 2026.

Spire Wealth Management held 270 shares of ImmunityBio worth $2.36K as of Q2 2026.
Spire Wealth Management sold 229 ImmunityBio shares in Q2 2026, an estimated $1.73K.
ImmunityBio made up ﹤0.01% of Spire Wealth Management's portfolio in Q2 2026, its #1975 holding.
Spire Wealth Management first reported a position in ImmunityBio in Q1 2021 and has held it in 22 quarters since.
Spire Wealth Management's ImmunityBio position peaked at $15K in Q1 2021.
405 funds tracked by Wall St. Rank held ImmunityBio as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.