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N.E.W. Advisory Services’s Joby Aviation JOBY Stock Holding History

N.E.W. Advisory 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 		$4.46K Hold
500
– – ﹤0.01% 755
2026
Q1 		$4.13K Hold
500
– – ﹤0.01% 762
2025
Q4 		$6.6K Hold
500
– – ﹤0.01% 676
2025
Q3 		$8.07K Hold
500
– – ﹤0.01% 606
2025
Q2 		$5.28K Buy
+500
New +$3.62K ﹤0.01% 646

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

N.E.W. Advisory Services's JOBY Position: Q2 2026 in Review

N.E.W. Advisory Services held its Joby Aviation (JOBY) position steady in Q2 2026 at 500 shares worth $4.46K. The position accounts for ﹤0.01% of the portfolio, ranked #755.

N.E.W. Advisory Services first reported a position in JOBY in Q2 2025 and has held it in 5 quarters since. The position peaked at $8.07K in Q3 2025. 526 funds tracked by Wall St. Rank hold JOBY as of Q2 2026.

  • N.E.W. Advisory Services held 500 shares of Joby Aviation worth $4.46K as of Q2 2026.
  • N.E.W. Advisory Services left its Joby Aviation share count unchanged in Q2 2026.
  • Joby Aviation made up ﹤0.01% of N.E.W. Advisory Services's portfolio in Q2 2026, its #755 holding.
  • N.E.W. Advisory Services first reported a position in Joby Aviation in Q2 2025 and has held it in 5 quarters since.
  • N.E.W. Advisory Services's Joby Aviation position peaked at $8.07K in Q3 2025.
  • 526 funds tracked by Wall St. Rank held Joby Aviation as of Q2 2026.

Based on N.E.W. Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.