Walser Wealth Management’s ImmunityBio IBRX Stock Holding History

Walser 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	$263K	Hold	30,000	–	–	0.11%	179
2026 Q1	$230K	Hold	30,000	–	–	0.1%	162
2025 Q4	$59.4K	Buy	+30,000	New	+$68K	0.03%	144

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

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

Walser Wealth Management held its ImmunityBio (IBRX) position steady in Q2 2026 at 30,000 shares worth $263K. The position accounts for 0.11% of the portfolio, ranked #179.

Walser Wealth Management first reported a position in IBRX in Q4 2025 and has held it in 3 quarters since. 404 funds tracked by Wall St. Rank hold IBRX as of Q2 2026.

Walser Wealth Management held 30,000 shares of ImmunityBio worth $263K as of Q2 2026.
Walser Wealth Management left its ImmunityBio share count unchanged in Q2 2026.
ImmunityBio made up 0.11% of Walser Wealth Management's portfolio in Q2 2026, its #179 holding.
Walser Wealth Management first reported a position in ImmunityBio in Q4 2025 and has held it in 3 quarters since.
404 funds tracked by Wall St. Rank held ImmunityBio as of Q2 2026.

Based on Walser Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.