Wealth Enhancement Advisory Services
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Wealth Enhancement Advisory Services’s ImmunityBio IBRX Stock Holding History

Wealth Enhancement Advisory Services’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 		$216K Sell
26,334
-1,294
-5% -$9.79K ﹤0.01% 3513
2026
Q1 		$202K Buy
27,628
+16,510
+148% +$113K ﹤0.01% 3127
2025
Q4 		$23.8K Sell
11,118
-1,672
-13% -$3.79K ﹤0.01% 3575
2025
Q3 		$32K Sell
12,790
-3,143
-20% -$8.09K ﹤0.01% 3470
2025
Q2 		$43.3K Buy
+15,933
New +$42.8K ﹤0.01% 3243

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 Enhancement Advisory Services's IBRX Position: Q2 2026 in Review

Wealth Enhancement Advisory Services reduced its ImmunityBio (IBRX) stake by 4.7% in Q2 2026, selling an estimated $9.79K and leaving 26,334 shares worth $216K. The position accounts for ﹤0.01% of the portfolio, ranked #3513.

Wealth Enhancement Advisory Services first reported a position in IBRX in Q2 2025 and has held it in 5 quarters since. 405 funds tracked by Wall St. Rank hold IBRX as of Q2 2026.

  • Wealth Enhancement Advisory Services held 26,334 shares of ImmunityBio worth $216K as of Q2 2026.
  • Wealth Enhancement Advisory Services sold 1,294 ImmunityBio shares in Q2 2026, an estimated $9.79K.
  • ImmunityBio made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #3513 holding.
  • Wealth Enhancement Advisory Services first reported a position in ImmunityBio in Q2 2025 and has held it in 5 quarters since.
  • 405 funds tracked by Wall St. Rank held ImmunityBio as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.