AE Wealth Management’s Joby Aviation JOBY Stock Holding History

AE Wealth Management’s Portfolio JOBY Stock Details JOBY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$110K	Sell	12,361 -770	-6%	-$7.44K	﹤0.01%	1887
2026 Q1	$108K	Buy	13,131 +499	+4%	+$5.62K	﹤0.01%	1779
2025 Q4	$167K	Buy	12,632 +665	+6%	+$10.2K	﹤0.01%	1560
2025 Q3	$193K	Buy	+11,967	New	+$182K	﹤0.01%	1412
2024 Q1	–	Sell	-10,666	Closed	-$60K	–	1596
2023 Q4	$60K	Buy	+10,666	New	+$65.7K	﹤0.01%	1975
2023 Q3	–	Sell	-10,897	Closed	-$112K	–	2017
2023 Q2	$112K	Buy	+10,897	New	+$59K	﹤0.01%	1796

Other funds holding JOBY

TMC

Toyota Motor Corp Japan $1.99B AUM 14.97% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

CIG

Capricorn Investment Group Palo Alto, California $22.5B AUM 50.37% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Intel Corp Santa Clara, California $621M AUM 34.06% 1-Year Est. Return

AE Wealth Management's JOBY Position: Q2 2026 in Review

AE Wealth Management reduced its Joby Aviation (JOBY) stake by 5.9% in Q2 2026, selling an estimated $7.44K and leaving 12,361 shares worth $110K. The position accounts for ﹤0.01% of the portfolio, ranked #1887.

AE Wealth Management first reported a position in JOBY in Q2 2023 and has held it in 6 quarters since. The position peaked at $193K in Q3 2025. 527 funds tracked by Wall St. Rank hold JOBY as of Q2 2026.

AE Wealth Management held 12,361 shares of Joby Aviation worth $110K as of Q2 2026.
AE Wealth Management sold 770 Joby Aviation shares in Q2 2026, an estimated $7.44K.
Joby Aviation made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #1887 holding.
AE Wealth Management first reported a position in Joby Aviation in Q2 2023 and has held it in 6 quarters since.
AE Wealth Management's Joby Aviation position peaked at $193K in Q3 2025.
527 funds tracked by Wall St. Rank held Joby Aviation as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.