Cerity Partners’s Joby Aviation JOBY Stock Holding History

Cerity Partners’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	$362K	Sell	40,574 -2,806	-6%	-$27.1K	﹤0.01%	2658
2026 Q1	$358K	Buy	43,380 +12,900	+42%	+$145K	﹤0.01%	2489
2025 Q4	$402K	Buy	30,480 +16,913	+125%	+$260K	﹤0.01%	2237
2025 Q3	$219K	Sell	13,567 -6,212	-31%	-$94.3K	﹤0.01%	2456
2025 Q2	$209K	Buy	+19,779	New	+$143K	﹤0.01%	2337
2025 Q1	–	Sell	-13,905	Closed	-$92.3K	–	2545
2024 Q4	$92.3K	Sell	13,905 -3,865	-22%	-$25.6K	﹤0.01%	2340
2024 Q3	$89.4K	Buy	17,770 +7,002	+65%	+$38.1K	﹤0.01%	2434
2024 Q2	$54.9K	Buy	+10,768	New	+$53.6K	﹤0.01%	2171

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

Cerity Partners's JOBY Position: Q2 2026 in Review

Cerity Partners reduced its Joby Aviation (JOBY) stake by 6.5% in Q2 2026, selling an estimated $27.1K and leaving 40,574 shares worth $362K. The position accounts for ﹤0.01% of the portfolio, ranked #2658.

Cerity Partners first reported a position in JOBY in Q2 2024 and has held it in 8 quarters since. The position peaked at $402K in Q4 2025. 527 funds tracked by Wall St. Rank hold JOBY as of Q2 2026.

Cerity Partners held 40,574 shares of Joby Aviation worth $362K as of Q2 2026.
Cerity Partners sold 2,806 Joby Aviation shares in Q2 2026, an estimated $27.1K.
Joby Aviation made up ﹤0.01% of Cerity Partners's portfolio in Q2 2026, its #2658 holding.
Cerity Partners first reported a position in Joby Aviation in Q2 2024 and has held it in 8 quarters since.
Cerity Partners's Joby Aviation position peaked at $402K in Q4 2025.
527 funds tracked by Wall St. Rank held Joby Aviation as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.