WIM
IBRX icon

WealthPlan Investment Management’s ImmunityBio IBRX Stock Holding History

WealthPlan Investment 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 		$120K Hold
13,650
– – 0.01% 472
2026
Q1 		$105K Hold
13,650
– – 0.01% 455
2025
Q4 		$27K Buy
+13,650
New +$30.9K ﹤0.01% 376

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

WealthPlan Investment Management's IBRX Position: Q2 2026 in Review

WealthPlan Investment Management held its ImmunityBio (IBRX) position steady in Q2 2026 at 13,650 shares worth $120K. The position accounts for 0.01% of the portfolio, ranked #472.

WealthPlan Investment 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.

  • WealthPlan Investment Management held 13,650 shares of ImmunityBio worth $120K as of Q2 2026.
  • WealthPlan Investment Management left its ImmunityBio share count unchanged in Q2 2026.
  • ImmunityBio made up 0.01% of WealthPlan Investment Management's portfolio in Q2 2026, its #472 holding.
  • WealthPlan Investment 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 WealthPlan Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.