Modern Wealth Management’s Joby Aviation JOBY Stock Holding History

Modern 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	$175K	Buy	19,647 +1,169	+6%	+$11.3K	﹤0.01%	1048
2026 Q1	$153K	Buy	18,478 +395	+2%	+$4.45K	﹤0.01%	850
2025 Q4	$239K	Sell	18,083 -8	-0%	-$123	﹤0.01%	759
2025 Q3	$292K	Buy	18,091 +113	+0.6%	+$1.72K	0.01%	652
2025 Q2	$190K	Sell	17,978 -450	-2%	-$3.26K	﹤0.01%	744
2025 Q1	$111K	Sell	18,428 -19	-0.1%	-$142	﹤0.01%	666
2024 Q4	$150K	Buy	18,447 +4,531	+33%	+$30K	0.01%	562
2024 Q3	$70K	Hold	13,916	–	–	﹤0.01%	430
2024 Q2	$71K	Buy	+13,916	New	+$69.3K	0.01%	398

Other funds holding JOBY

TMC

Toyota Motor Corp Japan $1.99B AUM 14.97% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

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 Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

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

Modern Wealth Management increased its Joby Aviation (JOBY) stake by 6.3% in Q2 2026, buying an estimated $11.3K and bringing the position to 19,647 shares worth $175K. The position accounts for ﹤0.01% of the portfolio, ranked #1048.

Modern Wealth Management first reported a position in JOBY in Q2 2024 and has held it in 9 quarters since. The position peaked at $292K in Q3 2025. 526 funds tracked by Wall St. Rank hold JOBY as of Q2 2026.

Modern Wealth Management held 19,647 shares of Joby Aviation worth $175K as of Q2 2026.
Modern Wealth Management bought 1,169 Joby Aviation shares in Q2 2026, an estimated $11.3K.
Joby Aviation made up ﹤0.01% of Modern Wealth Management's portfolio in Q2 2026, its #1048 holding.
Modern Wealth Management first reported a position in Joby Aviation in Q2 2024 and has held it in 9 quarters since.
Modern Wealth Management's Joby Aviation position peaked at $292K in Q3 2025.
526 funds tracked by Wall St. Rank held Joby Aviation as of Q2 2026.

Based on Modern Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.