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United Capital Financial Advisors’s Immix Biopharma IMMX Stock Holding History

United Capital Financial Advisors’s Portfolio IMMX Stock Details IMMX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$644K Hold
70,682
– – ﹤0.01% 946
2025
Q4 		$370K Hold
70,682
– – ﹤0.01% 1091
2025
Q3 		$148K Buy
+70,682
New +$170K ﹤0.01% 1183

Other funds holding IMMX

Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
SVCM
Saturn V Capital Management Austin, Texas $552M AUM 551.78% 1-Year Est. Return
EAM
Eventide Asset Management Boston, Massachusetts $6.05B AUM 76.64% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
LGM
Logos Global Management San Francisco, California $2B AUM 444.09% 1-Year Est. Return
BL
Bleichroeder LP New York $579M AUM 94.36% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
VCIM
Velan Capital Investment Management Alpharetta, Georgia $160M AUM 517.12% 1-Year Est. Return

United Capital Financial Advisors's IMMX Position: Q1 2026 in Review

United Capital Financial Advisors held its Immix Biopharma (IMMX) position steady in Q1 2026 at 70,682 shares worth $644K. The position accounts for ﹤0.01% of the portfolio, ranked #946.

United Capital Financial Advisors first reported a position in IMMX in Q3 2025 and has held it in 3 quarters since. 77 funds tracked by Wall St. Rank hold IMMX as of Q1 2026.

  • United Capital Financial Advisors held 70,682 shares of Immix Biopharma worth $644K as of Q1 2026.
  • United Capital Financial Advisors left its Immix Biopharma share count unchanged in Q1 2026.
  • Immix Biopharma made up ﹤0.01% of United Capital Financial Advisors's portfolio in Q1 2026, its #946 holding.
  • United Capital Financial Advisors first reported a position in Immix Biopharma in Q3 2025 and has held it in 3 quarters since.
  • 77 funds tracked by Wall St. Rank held Immix Biopharma as of Q1 2026.

Based on United Capital Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.