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SHP Wealth Management’s Joby Aviation JOBY Stock Holding History

SHP 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 		$1.77K Sell
198
-980
-83% -$9.47K ﹤0.01% 1430
2026
Q1 		$9.73K Buy
1,178
+1,025
+670% +$11.5K ﹤0.01% 905
2025
Q4 		$2.02K Buy
+153
New +$2.35K ﹤0.01% 1129

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 $3.38T AUM 44.17% 1-Year Est. Return
IC
Intel Corp Santa Clara, California $621M AUM 34.06% 1-Year Est. Return

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

SHP Wealth Management reduced its Joby Aviation (JOBY) stake by 83% in Q2 2026, selling an estimated $9.47K and leaving 198 shares worth $1.77K. The position accounts for ﹤0.01% of the portfolio, ranked #1430.

SHP Wealth Management first reported a position in JOBY in Q4 2025 and has held it in 3 quarters since. The position peaked at $9.73K in Q1 2026. 527 funds tracked by Wall St. Rank hold JOBY as of Q2 2026.

  • SHP Wealth Management held 198 shares of Joby Aviation worth $1.77K as of Q2 2026.
  • SHP Wealth Management sold 980 Joby Aviation shares in Q2 2026, an estimated $9.47K.
  • Joby Aviation made up ﹤0.01% of SHP Wealth Management's portfolio in Q2 2026, its #1430 holding.
  • SHP Wealth Management first reported a position in Joby Aviation in Q4 2025 and has held it in 3 quarters since.
  • SHP Wealth Management's Joby Aviation position peaked at $9.73K in Q1 2026.
  • 527 funds tracked by Wall St. Rank held Joby Aviation as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.