Steward Partners Investment Advisory’s ImmunityBio IBRX Stock Holding History

Steward Partners Investment Advisory’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 Q1	$115K	Buy	14,974 +6,698	+81%	+$45.9K	﹤0.01%	2299
2025 Q4	$16.4K	Hold	8,276	–	–	﹤0.01%	3220
2025 Q3	$20.4K	Hold	8,276	–	–	﹤0.01%	3088
2025 Q2	$21.8K	Buy	8,276 +3,000	+57%	+$8.07K	﹤0.01%	2883
2025 Q1	$15.9K	Hold	5,276	–	–	﹤0.01%	2904
2024 Q4	$13.5K	Buy	5,276 +5,176	+5,176%	+$21.6K	﹤0.01%	2967
2024 Q3	$372	Hold	100	–	–	﹤0.01%	3626
2024 Q2	$632	Sell	100 -100	-50%	-$659	﹤0.01%	3448
2024 Q1	$1.07K	Sell	200 -200	-50%	-$906	﹤0.01%	3365
2023 Q4	$2.01K	Hold	400	–	–	﹤0.01%	3204
2023 Q3	$676	Hold	400	–	–	﹤0.01%	3230
2023 Q2	$1.11K	Buy	+400	New	+$1.13K	﹤0.01%	3120

Other funds holding IBRX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return

Woodline Partners San Francisco, California $26.4B AUM 44.85% 1-Year Est. Return

Steward Partners Investment Advisory's IBRX Position: Q1 2026 in Review

Steward Partners Investment Advisory increased its ImmunityBio (IBRX) stake by 81% in Q1 2026, buying an estimated $45.9K and bringing the position to 14,974 shares worth $115K. The position accounts for ﹤0.01% of the portfolio, ranked #2299.

Steward Partners Investment Advisory first reported a position in IBRX in Q2 2023 and has held it in 12 quarters since. 386 funds tracked by Wall St. Rank hold IBRX as of Q1 2026.

Steward Partners Investment Advisory held 14,974 shares of ImmunityBio worth $115K as of Q1 2026.
Steward Partners Investment Advisory bought 6,698 ImmunityBio shares in Q1 2026, an estimated $45.9K.
ImmunityBio made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #2299 holding.
Steward Partners Investment Advisory first reported a position in ImmunityBio in Q2 2023 and has held it in 12 quarters since.
386 funds tracked by Wall St. Rank held ImmunityBio as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.