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Xcel Wealth Management’s ImmunityBio IBRX Stock Holding History

Xcel Wealth 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 		$267K Sell
30,500
-12,600
-29% -$95.4K 0.06% 131
2026
Q1 		$331K Buy
43,100
+23,100
+116% +$158K 0.09% 120
2025
Q4 		$39.6K Buy
+20,000
New +$45.3K 0.01% 144

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

Xcel Wealth Management's IBRX Position: Q2 2026 in Review

Xcel Wealth Management reduced its ImmunityBio (IBRX) stake by 29% in Q2 2026, selling an estimated $95.4K and leaving 30,500 shares worth $267K. The position accounts for 0.06% of the portfolio, ranked #131.

Xcel Wealth Management first reported a position in IBRX in Q4 2025 and has held it in 3 quarters since. The position peaked at $331K in Q1 2026. 404 funds tracked by Wall St. Rank hold IBRX as of Q2 2026.

  • Xcel Wealth Management held 30,500 shares of ImmunityBio worth $267K as of Q2 2026.
  • Xcel Wealth Management sold 12,600 ImmunityBio shares in Q2 2026, an estimated $95.4K.
  • ImmunityBio made up 0.06% of Xcel Wealth Management's portfolio in Q2 2026, its #131 holding.
  • Xcel Wealth Management first reported a position in ImmunityBio in Q4 2025 and has held it in 3 quarters since.
  • Xcel Wealth Management's ImmunityBio position peaked at $331K in Q1 2026.
  • 404 funds tracked by Wall St. Rank held ImmunityBio as of Q2 2026.

Based on Xcel Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.