WANY
IBRX icon

Wealthspire Advisors (New York)’s ImmunityBio IBRX Stock Holding History

Wealthspire Advisors (New York)’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
2025
Q4 		– Sell
-224
Closed -$552 – 1893
2025
Q3 		$552 Buy
+224
New +$577 ﹤0.01% 2823
2021
Q2 		– Sell
-15,926
Closed -$378K – 506
2021
Q1 		$378K Buy
+15,926
New +$413K 0.01% 477

Other funds holding IBRX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
WP
Woodline Partners San Francisco, California $26.4B AUM 44.85% 1-Year Est. Return

Wealthspire Advisors (New York)'s IBRX Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of ImmunityBio (IBRX) in Q4 2025, closing a stake of 224 shares — an estimated $552 sold.

Wealthspire Advisors (New York) first reported a position in IBRX in Q1 2021 and held it in 2 quarters. The position peaked at $378K in Q1 2021. 277 funds tracked by Wall St. Rank hold IBRX as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining ImmunityBio position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 224 ImmunityBio shares in Q4 2025, an estimated $552.
  • Wealthspire Advisors (New York) first reported a position in ImmunityBio in Q1 2021 and held it in 2 quarters.
  • Wealthspire Advisors (New York)'s ImmunityBio position peaked at $378K in Q1 2021.
  • 277 funds tracked by Wall St. Rank held ImmunityBio as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.