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Perigon Wealth Management’s Joby Aviation JOBY Stock Holding History

Perigon 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 		$99.8K Sell
11,184
-2,672
-19% -$25.8K ﹤0.01% 1401
2026
Q1 		$114K Sell
13,856
-2,409
-15% -$27.1K ﹤0.01% 1255
2025
Q4 		$215K Buy
16,265
+268
+2% +$4.11K ﹤0.01% 1208
2025
Q3 		$258K Buy
+15,997
New +$243K 0.01% 1042

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

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

Perigon Wealth Management reduced its Joby Aviation (JOBY) stake by 19% in Q2 2026, selling an estimated $25.8K and leaving 11,184 shares worth $99.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1401.

Perigon Wealth Management first reported a position in JOBY in Q3 2025 and has held it in 4 quarters since. The position peaked at $258K in Q3 2025. 526 funds tracked by Wall St. Rank hold JOBY as of Q2 2026.

  • Perigon Wealth Management held 11,184 shares of Joby Aviation worth $99.8K as of Q2 2026.
  • Perigon Wealth Management sold 2,672 Joby Aviation shares in Q2 2026, an estimated $25.8K.
  • Joby Aviation made up ﹤0.01% of Perigon Wealth Management's portfolio in Q2 2026, its #1401 holding.
  • Perigon Wealth Management first reported a position in Joby Aviation in Q3 2025 and has held it in 4 quarters since.
  • Perigon Wealth Management's Joby Aviation position peaked at $258K in Q3 2025.
  • 526 funds tracked by Wall St. Rank held Joby Aviation as of Q2 2026.

Based on Perigon Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.