Position in IBRX
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$301,259
+$35,187 QoQ
Shares Held
34,410
-0.8% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#188
of 401 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 75%
Shared 25%
None 0%
Common Shares in IBRX Over Time
Shares Held
Position Value (USD)
Position in Biotechnology
Healthcare · as of Jun 30, 2026Crestwood Advisors Group, LLC holds $9,188,630 across 10 Biotechnology names. IBRX ranks #8 (3.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VRTX |
Vertex Pharmaceuticals Inc / Ma
|
7,184 | $3,568,508 | |
| 2 | RARE |
Ultragenyx Pharmaceutical Inc.
|
100,274 | $3,348,148 | |
| 3 | REGN |
Regeneron Pharmaceuticals, Inc.
|
743 | $463,290 | |
| 4 | JAZZ |
Jazz Pharmaceuticals plc
|
1,561 | $376,154 | |
| 5 | INCY |
Incyte Corp
|
3,265 | $370,120 | |
| 6 | MRNA |
Moderna, Inc.
|
4,608 | $322,698 | |
| 7 | CCCC |
C4 Therapeutics, Inc.
|
66,536 | $310,722 | |
| 8 | IBRX |
ImmunityBio, Inc.
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|
34,410 | $301,259 |
All Filings in IBRX
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $301,259 | 34,410 | Shares | Other | 2026-08-03 | |
| 2026-03-31 | $266,072 | 34,690 | Shares | Other | 2026-05-05 | |
| 2025-12-31 | $65,442 | 33,052 | Shares | Other | 2026-02-03 | |
| 2025-09-30 | $80,104 | 32,563 | Shares | Other | 2025-11-07 | |
| 2025-06-30 | $59,101 | 22,387 | Shares | Other | 2025-08-05 | |
| 2025-03-31 | $66,822 | 22,200 | Shares | Other | 2025-05-05 | |
| 2024-12-31 | $41,472 | 16,200 | Shares | Sole | 2025-02-04 | |
| No filing history on record for this holder in this stock. | ||||||