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Retirement Wealth Solutions’s Joby Aviation JOBY Stock Holding History

Retirement Wealth Solutions’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 		$1.69K Buy
189
+135
+250% +$1.3K ﹤0.01% 554
2026
Q1 		$447 Sell
54
-25
-32% -$282 ﹤0.01% 738
2025
Q4 		$1.04K Buy
79
+37
+88% +$568 ﹤0.01% 573
2025
Q3 		$678 Buy
+42
New +$638 ﹤0.01% 649

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

Retirement Wealth Solutions's JOBY Position: Q2 2026 in Review

Retirement Wealth Solutions increased its Joby Aviation (JOBY) stake by 250% in Q2 2026, buying an estimated $1.3K and bringing the position to 189 shares worth $1.69K. The position accounts for ﹤0.01% of the portfolio, ranked #554.

Retirement Wealth Solutions first reported a position in JOBY in Q3 2025 and has held it in 4 quarters since. 526 funds tracked by Wall St. Rank hold JOBY as of Q2 2026.

  • Retirement Wealth Solutions held 189 shares of Joby Aviation worth $1.69K as of Q2 2026.
  • Retirement Wealth Solutions bought 135 Joby Aviation shares in Q2 2026, an estimated $1.3K.
  • Joby Aviation made up ﹤0.01% of Retirement Wealth Solutions's portfolio in Q2 2026, its #554 holding.
  • Retirement Wealth Solutions first reported a position in Joby Aviation in Q3 2025 and has held it in 4 quarters since.
  • 526 funds tracked by Wall St. Rank held Joby Aviation as of Q2 2026.

Based on Retirement Wealth Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.