Capstone Investment Advisors
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Capstone Investment Advisors’s Joby Aviation JOBY Stock Holding History

Capstone Investment Advisors’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 		$102K Buy
+11,464
New +$111K ﹤0.01% 1633
2024
Q1 		– Sell
-17,352
Closed -$115K – 2441
2023
Q4 		$115K Buy
+17,352
New +$107K ﹤0.01% 1918

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
BlackRock
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
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
IC
Intel Corp Santa Clara, California $621M AUM 34.06% 1-Year Est. Return

Capstone Investment Advisors's JOBY Position: Q2 2026 in Review

Capstone Investment Advisors opened a new position in Joby Aviation (JOBY) in Q2 2026: 11,464 shares worth $102K. The stake represents ﹤0.01% of the portfolio and ranks #1633 among its holdings. This is a return to the name: Capstone Investment Advisors previously reported a position in JOBY as recently as Q4 2023.

Capstone Investment Advisors first reported a position in JOBY in Q4 2023 and has held it in 2 quarters since. The position peaked at $115K in Q4 2023. 527 funds tracked by Wall St. Rank hold JOBY as of Q2 2026.

  • Capstone Investment Advisors held 11,464 shares of Joby Aviation worth $102K as of Q2 2026.
  • Joby Aviation was a new Capstone Investment Advisors position in Q2 2026.
  • Joby Aviation made up ﹤0.01% of Capstone Investment Advisors's portfolio in Q2 2026, its #1633 holding.
  • Capstone Investment Advisors first reported a position in Joby Aviation in Q4 2023 and has held it in 2 quarters since.
  • Capstone Investment Advisors's Joby Aviation position peaked at $115K in Q4 2023.
  • 527 funds tracked by Wall St. Rank held Joby Aviation as of Q2 2026.

Based on Capstone Investment Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.