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Integrated Wealth Concepts’s Joby Aviation JOBY Stock Holding History

Integrated Wealth Concepts’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 		$542K Buy
60,814
+21,247
+54% +$205K ﹤0.01% 1728
2026
Q1 		$327K Buy
39,567
+23,692
+149% +$267K ﹤0.01% 1800
2025
Q4 		$210K Sell
15,875
-12,431
-44% -$191K ﹤0.01% 1505
2025
Q3 		$457K Buy
28,306
+10,305
+57% +$157K ﹤0.01% 1400
2025
Q2 		$190K Buy
+18,001
New +$130K ﹤0.01% 1783

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

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

Integrated Wealth Concepts increased its Joby Aviation (JOBY) stake by 54% in Q2 2026, buying an estimated $205K and bringing the position to 60,814 shares worth $542K. The position accounts for ﹤0.01% of the portfolio, ranked #1728.

Integrated Wealth Concepts first reported a position in JOBY in Q2 2025 and has held it in 5 quarters since. 526 funds tracked by Wall St. Rank hold JOBY as of Q2 2026.

  • Integrated Wealth Concepts held 60,814 shares of Joby Aviation worth $542K as of Q2 2026.
  • Integrated Wealth Concepts bought 21,247 Joby Aviation shares in Q2 2026, an estimated $205K.
  • Joby Aviation made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #1728 holding.
  • Integrated Wealth Concepts first reported a position in Joby Aviation in Q2 2025 and has held it in 5 quarters since.
  • 526 funds tracked by Wall St. Rank held Joby Aviation as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.