HIW
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Holos Integrated Wealth’s Joby Aviation JOBY Stock Holding History

Holos Integrated Wealth’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
-300
Closed -$2.51K – 395
2026
Q1 		$2.51K Hold
300
– – ﹤0.01% 335
2025
Q4 		$4.31K Hold
300
– – ﹤0.01% 245
2025
Q3 		$4.88K Hold
300
– – ﹤0.01% 234
2025
Q2 		$4.99K Hold
300
– – ﹤0.01% 232
2025
Q1 		$1.81K Hold
300
– – ﹤0.01% 275
2024
Q4 		$2.44K Buy
+300
New +$1.99K ﹤0.01% 268

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

Holos Integrated Wealth's JOBY Position: Q2 2026 in Review

Holos Integrated Wealth sold out of Joby Aviation (JOBY) in Q2 2026, closing a stake of 300 shares — an estimated $2.51K sold.

Holos Integrated Wealth first reported a position in JOBY in Q4 2024 and held it in 6 quarters. The position peaked at $4.99K in Q2 2025. 526 funds tracked by Wall St. Rank hold JOBY as of Q2 2026.

  • Holos Integrated Wealth reported no remaining Joby Aviation position as of Q2 2026 after selling out during the quarter.
  • Holos Integrated Wealth sold 300 Joby Aviation shares in Q2 2026, an estimated $2.51K.
  • Holos Integrated Wealth first reported a position in Joby Aviation in Q4 2024 and held it in 6 quarters.
  • Holos Integrated Wealth's Joby Aviation position peaked at $4.99K in Q2 2025.
  • 526 funds tracked by Wall St. Rank held Joby Aviation as of Q2 2026.

Based on Holos Integrated Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.