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Center for Financial Planning’s Joby Aviation JOBY Stock Holding History

Center for Financial Planning’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 		$14.1K Hold
1,582
– – ﹤0.01% 463
2026
Q1 		$13.1K Hold
1,582
– – ﹤0.01% 464
2025
Q4 		$20.9K Hold
1,582
– – ﹤0.01% 406
2025
Q3 		$25.5K Hold
1,582
– – ﹤0.01% 390
2025
Q2 		$16.7K Hold
1,582
– – ﹤0.01% 408
2025
Q1 		$9.52K Hold
1,582
– – ﹤0.01% 476
2024
Q4 		$12.9K Hold
1,582
– – ﹤0.01% 391
2024
Q3 		$7.96K Hold
1,582
– – ﹤0.01% 424
2024
Q2 		$8.07K Buy
+1,582
New +$7.88K ﹤0.01% 418
2024
Q1 		– Sell
-1,582
Closed -$10.5K – 611
2023
Q4 		$10.5K Buy
+1,582
New +$9.75K ﹤0.01% 365

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 $3.37T AUM 44.26% 1-Year Est. Return
IC
Intel Corp Santa Clara, California $621M AUM 34.06% 1-Year Est. Return

Center for Financial Planning's JOBY Position: Q2 2026 in Review

Center for Financial Planning held its Joby Aviation (JOBY) position steady in Q2 2026 at 1,582 shares worth $14.1K. The position accounts for ﹤0.01% of the portfolio, ranked #463.

Center for Financial Planning first reported a position in JOBY in Q4 2023 and has held it in 10 quarters since. The position peaked at $25.5K in Q3 2025. 526 funds tracked by Wall St. Rank hold JOBY as of Q2 2026.

  • Center for Financial Planning held 1,582 shares of Joby Aviation worth $14.1K as of Q2 2026.
  • Center for Financial Planning left its Joby Aviation share count unchanged in Q2 2026.
  • Joby Aviation made up ﹤0.01% of Center for Financial Planning's portfolio in Q2 2026, its #463 holding.
  • Center for Financial Planning first reported a position in Joby Aviation in Q4 2023 and has held it in 10 quarters since.
  • Center for Financial Planning's Joby Aviation position peaked at $25.5K in Q3 2025.
  • 526 funds tracked by Wall St. Rank held Joby Aviation as of Q2 2026.

Based on Center for Financial Planning's 13F filing for Q2 2026, filed 21 Jul 2026.