Creative Planning
JOBY icon

Creative Planning’s Joby Aviation JOBY Stock Holding History

Creative 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 		$3.42M Sell
383,858
-43,817
-10% -$423K ﹤0.01% 1682
2026
Q1 		$3.53M Buy
427,675
+121,725
+40% +$1.37M ﹤0.01% 1439
2025
Q4 		$4.04M Buy
305,950
+9,290
+3% +$143K ﹤0.01% 1161
2025
Q3 		$4.79M Buy
296,660
+79,581
+37% +$1.21M ﹤0.01% 912
2025
Q2 		$2.29M Buy
217,079
+13,492
+7% +$97.6K ﹤0.01% 1221
2025
Q1 		$1.23M Buy
203,587
+124,124
+156% +$929K ﹤0.01% 1548
2024
Q4 		$646K Buy
79,463
+24,017
+43% +$159K ﹤0.01% 1993
2024
Q3 		$279K Buy
55,446
+25,672
+86% +$140K ﹤0.01% 2577
2024
Q2 		$152K Buy
29,774
+7,986
+37% +$39.8K ﹤0.01% 2750
2024
Q1 		$117K Buy
21,788
+4,680
+27% +$26.5K ﹤0.01% 2678
2023
Q4 		$114K Buy
17,108
+3,737
+28% +$23K ﹤0.01% 2556
2023
Q3 		$86.2K Buy
+13,371
New +$105K ﹤0.01% 2408
2023
Q2 		– Sell
-12,468
Closed -$54.1K – 2737
2023
Q1 		$54.1K Sell
12,468
-1,735
-12% -$7.18K ﹤0.01% 2335
2022
Q4 		$47.6K Buy
14,203
+500
+4% +$2.03K ﹤0.01% 2237
2022
Q3 		$59K Buy
13,703
+1,572
+13% +$8.62K ﹤0.01% 2108
2022
Q2 		$60K Buy
+12,131
New +$63.9K ﹤0.01% 2031

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

Creative Planning's JOBY Position: Q2 2026 in Review

Creative Planning reduced its Joby Aviation (JOBY) stake by 10% in Q2 2026, selling an estimated $423K and leaving 383,858 shares worth $3.42M. The position accounts for ﹤0.01% of the portfolio, ranked #1682.

Creative Planning first reported a position in JOBY in Q2 2022 and has held it in 16 quarters since. The position peaked at $4.79M in Q3 2025. 527 funds tracked by Wall St. Rank hold JOBY as of Q2 2026.

  • Creative Planning held 383,858 shares of Joby Aviation worth $3.42M as of Q2 2026.
  • Creative Planning sold 43,817 Joby Aviation shares in Q2 2026, an estimated $423K.
  • Joby Aviation made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #1682 holding.
  • Creative Planning first reported a position in Joby Aviation in Q2 2022 and has held it in 16 quarters since.
  • Creative Planning's Joby Aviation position peaked at $4.79M in Q3 2025.
  • 527 funds tracked by Wall St. Rank held Joby Aviation as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.