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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
Q2 		$598K Buy
67,000
+3,000
+5% +$29K 0.01% 426
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 $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

Modera Wealth Management's JOBY Position: Q2 2026 in Review

Modera Wealth Management increased its Joby Aviation (JOBY) stake by 4.7% in Q2 2026, buying an estimated $29K and bringing the position to 67,000 shares worth $598K. The position accounts for 0.01% of the portfolio, ranked #426.

Modera Wealth Management first reported a position in JOBY in Q1 2024 and has held it in 10 quarters since. The position peaked at $832K in Q3 2025. 526 funds tracked by Wall St. Rank hold JOBY as of Q2 2026.

  • Modera Wealth Management held 67,000 shares of Joby Aviation worth $598K as of Q2 2026.
  • Modera Wealth Management bought 3,000 Joby Aviation shares in Q2 2026, an estimated $29K.
  • Joby Aviation made up 0.01% of Modera Wealth Management's portfolio in Q2 2026, its #426 holding.
  • Modera Wealth Management first reported a position in Joby Aviation in Q1 2024 and has held it in 10 quarters since.
  • Modera Wealth Management's Joby Aviation position peaked at $832K in Q3 2025.
  • 526 funds tracked by Wall St. Rank held Joby Aviation as of Q2 2026.

Based on Modera Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.