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Dakota Wealth Management’s Joby Aviation JOBY Stock Holding History

Dakota Wealth Management’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 		– Sell
-30,896
Closed -$255K – 821
2026
Q1 		$255K Buy
30,896
+10,200
+49% +$115K 0.01% 689
2025
Q4 		$273K Buy
20,696
+1,501
+8% +$23K ﹤0.01% 675
2025
Q3 		$310K Buy
19,195
+16
+0.1% +$243 0.01% 554
2025
Q2 		$202K Buy
19,179
+8,264
+76% +$59.8K ﹤0.01% 734
2025
Q1 		$65.7K Hold
10,915
– – ﹤0.01% 744
2024
Q4 		$88.7K Hold
10,915
– – ﹤0.01% 739
2024
Q3 		$54.9K Hold
10,915
– – ﹤0.01% 721
2024
Q2 		$55.7K Buy
+10,915
New +$54.3K ﹤0.01% 708

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

Dakota Wealth Management's JOBY Position: Q2 2026 in Review

Dakota Wealth Management sold out of Joby Aviation (JOBY) in Q2 2026, closing a stake of 30,896 shares — an estimated $255K sold.

Dakota Wealth Management first reported a position in JOBY in Q2 2024 and held it in 8 quarters. The position peaked at $310K in Q3 2025. 526 funds tracked by Wall St. Rank hold JOBY as of Q2 2026.

  • Dakota Wealth Management reported no remaining Joby Aviation position as of Q2 2026 after selling out during the quarter.
  • Dakota Wealth Management sold 30,896 Joby Aviation shares in Q2 2026, an estimated $255K.
  • Dakota Wealth Management first reported a position in Joby Aviation in Q2 2024 and held it in 8 quarters.
  • Dakota Wealth Management's Joby Aviation position peaked at $310K in Q3 2025.
  • 526 funds tracked by Wall St. Rank held Joby Aviation as of Q2 2026.

Based on Dakota Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.