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Concord Wealth Partners’s Joby Aviation JOBY Stock Holding History

Concord Wealth 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 		$303 Buy
+34
New +$329 ﹤0.01% 833
2026
Q1 		– Sell
-34
Closed -$449 – 517
2025
Q4 		$449 Buy
+34
New +$522 ﹤0.01% 774

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

Concord Wealth Partners's JOBY Position: Q2 2026 in Review

Concord Wealth Partners opened a new position in Joby Aviation (JOBY) in Q2 2026: 34 shares worth $303. The stake represents ﹤0.01% of the portfolio and ranks #833 among its holdings. This is a return to the name: Concord Wealth Partners previously reported a position in JOBY as recently as Q4 2025.

Concord Wealth Partners first reported a position in JOBY in Q4 2025 and has held it in 2 quarters since. The position peaked at $449 in Q4 2025. 526 funds tracked by Wall St. Rank hold JOBY as of Q2 2026.

  • Concord Wealth Partners held 34 shares of Joby Aviation worth $303 as of Q2 2026.
  • Joby Aviation was a new Concord Wealth Partners position in Q2 2026.
  • Joby Aviation made up ﹤0.01% of Concord Wealth Partners's portfolio in Q2 2026, its #833 holding.
  • Concord Wealth Partners first reported a position in Joby Aviation in Q4 2025 and has held it in 2 quarters since.
  • Concord Wealth Partners's Joby Aviation position peaked at $449 in Q4 2025.
  • 526 funds tracked by Wall St. Rank held Joby Aviation as of Q2 2026.

Based on Concord Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.