Wolff Wiese Magana’s ImmunityBio IBRX Stock Holding History

Wolff Wiese Magana’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	$331K	Buy	37,774 +7,500	+25%	+$56.8K	0.15%	92
2026 Q1	$232K	Buy	30,274 +274	+0.9%	+$1.88K	0.13%	103
2025 Q4	$59.4K	Hold	30,000	–	–	0.03%	191
2025 Q3	$73.8K	Hold	30,000	–	–	0.04%	183
2025 Q2	$79.2K	Buy	30,000 +29,500	+5,900%	+$79.3K	0.05%	168
2025 Q1	$1.5K	Hold	500	–	–	﹤0.01%	784
2024 Q4	$1.28K	Hold	500	–	–	﹤0.01%	778
2024 Q3	$1.86K	Hold	500	–	–	﹤0.01%	750
2024 Q2	$3.16K	Hold	500	–	–	﹤0.01%	486
2024 Q1	$2.69K	Hold	500	–	–	﹤0.01%	472
2023 Q4	$2.51K	Hold	500	–	–	﹤0.01%	451
2023 Q3	$845	Buy	+500	New	+$1K	﹤0.01%	634

Other funds holding IBRX

Sheets Smith Wealth Management Winston-Salem, North Carolina $1B AUM 29.77% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

MFG Wealth Management Indianapolis, Indiana $140M AUM 44.72% 1-Year Est. Return

Davidson Kahn Capital Management Sherman Oaks, California $233M AUM 19.14% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Collective Family Office York, Pennsylvania $489M AUM 21.64% 1-Year Est. Return

B. Riley Wealth Advisors Boca Raton, Florida $1.83B AUM 37.01% 1-Year Est. Return

Cutler Investment Counsel Jacksonville, Oregon $1.06B AUM 20.29% 1-Year Est. Return