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Dogwood Wealth Management’s Joby Aviation JOBY Stock Holding History

Dogwood 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 		$339 Hold
38
– – ﹤0.01% 820
2026
Q1 		$314 Hold
38
– – ﹤0.01% 811
2025
Q4 		$502 Hold
38
– – ﹤0.01% 660
2025
Q3 		$613 Hold
38
– – ﹤0.01% 633
2025
Q2 		$433 Hold
38
– – ﹤0.01% 634
2025
Q1 		$229 Hold
38
– – ﹤0.01% 512
2024
Q4 		$309 Buy
+38
New +$252 ﹤0.01% 259

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

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

Dogwood Wealth Management held its Joby Aviation (JOBY) position steady in Q2 2026 at 38 shares worth $339. The position accounts for ﹤0.01% of the portfolio, ranked #820.

Dogwood Wealth Management first reported a position in JOBY in Q4 2024 and has held it in 7 quarters since. The position peaked at $613 in Q3 2025. 526 funds tracked by Wall St. Rank hold JOBY as of Q2 2026.

  • Dogwood Wealth Management held 38 shares of Joby Aviation worth $339 as of Q2 2026.
  • Dogwood Wealth Management left its Joby Aviation share count unchanged in Q2 2026.
  • Joby Aviation made up ﹤0.01% of Dogwood Wealth Management's portfolio in Q2 2026, its #820 holding.
  • Dogwood Wealth Management first reported a position in Joby Aviation in Q4 2024 and has held it in 7 quarters since.
  • Dogwood Wealth Management's Joby Aviation position peaked at $613 in Q3 2025.
  • 526 funds tracked by Wall St. Rank held Joby Aviation as of Q2 2026.

Based on Dogwood Wealth Management's 13F filing for Q2 2026, filed 6 Jul 2026.