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Atria Wealth Solutions’s Joby Aviation JOBY Stock Holding History

Atria Wealth Solutions’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
2025
Q2 		$187K Sell
17,699
-48,905
-73% -$354K ﹤0.01% 1401
2025
Q1 		$401K Buy
+66,604
New +$499K ﹤0.01% 1309

Other funds holding JOBY

TMC
Toyota Motor Corp Japan $1.99B AUM 14.97% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CIG
Capricorn Investment Group Palo Alto, California $22.5B AUM 50.37% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
U
Uber San Francisco, California $4.51B AUM 1.92% 1-Year Est. Return
IC
Intel Corp Santa Clara, California $621M AUM 34.06% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
DAL
Delta Air Lines Atlanta, Georgia $391M AUM 6.2% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Atria Wealth Solutions's JOBY Position: Q2 2025 in Review

Atria Wealth Solutions reduced its Joby Aviation (JOBY) stake by 73% in Q2 2025, selling an estimated $354K and leaving 17,699 shares worth $187K. The position accounts for ﹤0.01% of the portfolio, ranked #1401.

Atria Wealth Solutions first reported a position in JOBY in Q1 2025 and has held it in 2 quarters since. The position peaked at $401K in Q1 2025. 393 funds tracked by Wall St. Rank hold JOBY as of Q2 2025.

  • Atria Wealth Solutions held 17,699 shares of Joby Aviation worth $187K as of Q2 2025.
  • Atria Wealth Solutions sold 48,905 Joby Aviation shares in Q2 2025, an estimated $354K.
  • Joby Aviation made up ﹤0.01% of Atria Wealth Solutions's portfolio in Q2 2025, its #1401 holding.
  • Atria Wealth Solutions first reported a position in Joby Aviation in Q1 2025 and has held it in 2 quarters since.
  • Atria Wealth Solutions's Joby Aviation position peaked at $401K in Q1 2025.
  • 393 funds tracked by Wall St. Rank held Joby Aviation as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.