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Kingswood Wealth Advisors’s Joby Aviation JOBY Stock Holding History

Kingswood Wealth Advisors’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 		$99.2K Buy
+11,121
New +$107K ﹤0.01% 973
2026
Q1 		– Sell
-12,817
Closed -$169K – 950
2025
Q4 		$169K Sell
12,817
-6,870
-35% -$105K 0.01% 835
2025
Q3 		$318K Buy
+19,687
New +$299K 0.02% 608

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

Kingswood Wealth Advisors's JOBY Position: Q2 2026 in Review

Kingswood Wealth Advisors opened a new position in Joby Aviation (JOBY) in Q2 2026: 11,121 shares worth $99.2K. The stake represents ﹤0.01% of the portfolio and ranks #973 among its holdings. This is a return to the name: Kingswood Wealth Advisors previously reported a position in JOBY as recently as Q4 2025.

Kingswood Wealth Advisors first reported a position in JOBY in Q3 2025 and has held it in 3 quarters since. The position peaked at $318K in Q3 2025. 526 funds tracked by Wall St. Rank hold JOBY as of Q2 2026.

  • Kingswood Wealth Advisors held 11,121 shares of Joby Aviation worth $99.2K as of Q2 2026.
  • Joby Aviation was a new Kingswood Wealth Advisors position in Q2 2026.
  • Joby Aviation made up ﹤0.01% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #973 holding.
  • Kingswood Wealth Advisors first reported a position in Joby Aviation in Q3 2025 and has held it in 3 quarters since.
  • Kingswood Wealth Advisors's Joby Aviation position peaked at $318K in Q3 2025.
  • 526 funds tracked by Wall St. Rank held Joby Aviation as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.