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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 		$8.76K Hold
1,000
– – ﹤0.01% 478
2026
Q1 		$7.67K Buy
+1,000
New +$6.85K ﹤0.01% 458

Other funds holding IBRX

DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
SSWM
Sheets Smith Wealth Management Winston-Salem, North Carolina $1B AUM 29.77% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
MWM
MFG Wealth Management Indianapolis, Indiana $140M AUM 44.72% 1-Year Est. Return
CUAMC
China Universal Asset Management Company Shanghai, China $1.67B AUM 89% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
DKCM
Davidson Kahn Capital Management Sherman Oaks, California $233M AUM 19.14% 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. 115 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.
  • 115 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.