MWM
JOBY icon

Modera Wealth Management’s Joby Aviation JOBY Stock Holding History

Modera Wealth Management’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
Q1 		$529K Buy
64,000
+9,424
+17% +$106K 0.01% 428
2025
Q4 		$720K Buy
54,576
+3,001
+6% +$46.1K 0.01% 389
2025
Q3 		$832K Hold
51,575
– – 0.01% 363
2025
Q2 		$544K Buy
51,575
+8,967
+21% +$64.9K 0.01% 432
2025
Q1 		$257K Buy
42,608
+7,608
+22% +$57K ﹤0.01% 540
2024
Q4 		$285K Buy
35,000
+11,500
+49% +$76.3K ﹤0.01% 523
2024
Q3 		$118K Buy
23,500
+7,500
+47% +$40.8K ﹤0.01% 596
2024
Q2 		$81.6K Buy
16,000
+2,000
+14% +$9.96K ﹤0.01% 565
2024
Q1 		$75K Buy
+14,000
New +$79.4K ﹤0.01% 565

Other funds holding JOBY

TMC
Toyota Motor Corp Japan $2.44B AUM 10.97% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
CIG
Capricorn Investment Group Palo Alto, California $602M AUM 165.22% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
IC
Intel Corp Santa Clara, California $470M AUM 21.74% 1-Year Est. Return
DAL
Delta Air Lines Atlanta, Georgia $378M AUM 12.68% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return