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Wealth Effects’s ImmunityBio IBRX Stock Holding History

Wealth Effects’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 		$1.07M Buy
121,850
+3,500
+3% +$26.5K 0.29% 70
2026
Q1 		$908K Buy
118,350
+25,350
+27% +$174K 0.32% 65
2025
Q4 		$184K Sell
93,000
-21,500
-19% -$48.7K 0.06% 203
2025
Q3 		$282K Sell
114,500
-7,500
-6% -$19.3K 0.09% 163
2025
Q2 		$322K Buy
122,000
+23,500
+24% +$63.2K 0.12% 141
2025
Q1 		$296K Buy
98,500
+24,800
+34% +$75.2K 0.12% 136
2024
Q4 		$189K Sell
73,700
-16,800
-19% -$70K 0.07% 197
2024
Q3 		$337K Buy
90,500
+3,000
+3% +$13.9K 0.12% 149
2024
Q2 		$553K Buy
87,500
+22,000
+34% +$145K 0.2% 96
2024
Q1 		$352K Buy
65,500
+6,000
+10% +$27.2K 0.13% 135
2023
Q4 		$299K Buy
59,500
+6,000
+11% +$18.8K 0.11% 155
2023
Q3 		$90.4K Sell
53,500
-17,500
-25% -$35.1K 0.04% 185
2023
Q2 		$197K Buy
71,000
+42,500
+149% +$120K 0.09% 176
2023
Q1 		$51.9K Hold
28,500
– – 0.03% 194
2022
Q4 		$144K Hold
28,500
– – 0.08% 176
2022
Q3 		$142K Buy
28,500
+12,500
+78% +$57K 0.09% 168
2022
Q2 		$60K Buy
16,000
+5,000
+45% +$20.1K 0.04% 181
2022
Q1 		$62K Buy
+11,000
New +$67.5K 0.03% 198

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

Wealth Effects's IBRX Position: Q2 2026 in Review

Wealth Effects increased its ImmunityBio (IBRX) stake by 3% in Q2 2026, buying an estimated $26.5K and bringing the position to 121,850 shares worth $1.07M. The position accounts for 0.29% of the portfolio, ranked #70.

Wealth Effects first reported a position in IBRX in Q1 2022 and has held it in 18 quarters since. 405 funds tracked by Wall St. Rank hold IBRX as of Q2 2026.

  • Wealth Effects held 121,850 shares of ImmunityBio worth $1.07M as of Q2 2026.
  • Wealth Effects bought 3,500 ImmunityBio shares in Q2 2026, an estimated $26.5K.
  • ImmunityBio made up 0.29% of Wealth Effects's portfolio in Q2 2026, its #70 holding.
  • Wealth Effects first reported a position in ImmunityBio in Q1 2022 and has held it in 18 quarters since.
  • 405 funds tracked by Wall St. Rank held ImmunityBio as of Q2 2026.

Based on Wealth Effects's 13F filing for Q2 2026, filed 6 Aug 2026.