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Kestra Private Wealth Services’s Joby Aviation JOBY Stock Holding History

Kestra Private Wealth Services’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 		$141K Buy
15,790
+150
+1% +$1.45K ﹤0.01% 1721
2026
Q1 		$129K Sell
15,640
-247
-2% -$2.78K ﹤0.01% 1676
2025
Q4 		$210K Buy
15,887
+5,205
+49% +$79.9K ﹤0.01% 1577
2025
Q3 		$172K Buy
+10,682
New +$162K ﹤0.01% 1574

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 $3.38T AUM 44.17% 1-Year Est. Return
IC
Intel Corp Santa Clara, California $621M AUM 34.06% 1-Year Est. Return

Kestra Private Wealth Services's JOBY Position: Q2 2026 in Review

Kestra Private Wealth Services increased its Joby Aviation (JOBY) stake by 0.96% in Q2 2026, buying an estimated $1.45K and bringing the position to 15,790 shares worth $141K. The position accounts for ﹤0.01% of the portfolio, ranked #1721.

Kestra Private Wealth Services first reported a position in JOBY in Q3 2025 and has held it in 4 quarters since. The position peaked at $210K in Q4 2025. 527 funds tracked by Wall St. Rank hold JOBY as of Q2 2026.

  • Kestra Private Wealth Services held 15,790 shares of Joby Aviation worth $141K as of Q2 2026.
  • Kestra Private Wealth Services bought 150 Joby Aviation shares in Q2 2026, an estimated $1.45K.
  • Joby Aviation made up ﹤0.01% of Kestra Private Wealth Services's portfolio in Q2 2026, its #1721 holding.
  • Kestra Private Wealth Services first reported a position in Joby Aviation in Q3 2025 and has held it in 4 quarters since.
  • Kestra Private Wealth Services's Joby Aviation position peaked at $210K in Q4 2025.
  • 527 funds tracked by Wall St. Rank held Joby Aviation as of Q2 2026.

Based on Kestra Private Wealth Services's 13F filing for Q2 2026, filed 28 Jul 2026.