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Kaizen Financial Strategies’s Joby Aviation JOBY Stock Holding History

Kaizen Financial Strategies’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
-10,900
Closed -$100K – 182
2026
Q1 		$100K Sell
10,900
-304
-3% -$3.42K 0.04% 171
2025
Q4 		$148K Hold
11,204
– – 0.07% 163
2025
Q3 		$160K Sell
11,204
-600
-5% -$9.11K 0.07% 151
2025
Q2 		$125K Sell
11,804
-5,000
-30% -$36.2K 0.06% 148
2025
Q1 		$101K Hold
16,804
– – 0.06% 137
2024
Q4 		$137K Buy
16,804
+5,500
+49% +$36.5K 0.08% 131
2024
Q3 		$56.9K Buy
+11,304
New +$61.5K 0.03% 134

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

Kaizen Financial Strategies's JOBY Position: Q2 2026 in Review

Kaizen Financial Strategies sold out of Joby Aviation (JOBY) in Q2 2026, closing a stake of 10,900 shares — an estimated $100K sold.

Kaizen Financial Strategies first reported a position in JOBY in Q3 2024 and held it in 7 quarters. The position peaked at $160K in Q3 2025. 526 funds tracked by Wall St. Rank hold JOBY as of Q2 2026.

  • Kaizen Financial Strategies reported no remaining Joby Aviation position as of Q2 2026 after selling out during the quarter.
  • Kaizen Financial Strategies sold 10,900 Joby Aviation shares in Q2 2026, an estimated $100K.
  • Kaizen Financial Strategies first reported a position in Joby Aviation in Q3 2024 and held it in 7 quarters.
  • Kaizen Financial Strategies's Joby Aviation position peaked at $160K in Q3 2025.
  • 526 funds tracked by Wall St. Rank held Joby Aviation as of Q2 2026.

Based on Kaizen Financial Strategies's 13F filing for Q2 2026, filed 30 Jul 2026.