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Strategic Wealth Partners’s Joby Aviation JOBY Stock Holding History

Strategic Wealth Partners’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 		$3.07K Hold
344
– – ﹤0.01% 1144
2026
Q1 		$2.84K Hold
344
– – ﹤0.01% 1129
2025
Q4 		$4.54K Buy
344
+9
+3% +$138 ﹤0.01% 1066
2025
Q3 		$5.41K Hold
335
– – ﹤0.01% 1023
2025
Q2 		$3.53K Buy
+335
New +$2.42K ﹤0.01% 943

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

Strategic Wealth Partners's JOBY Position: Q2 2026 in Review

Strategic Wealth Partners held its Joby Aviation (JOBY) position steady in Q2 2026 at 344 shares worth $3.07K. The position accounts for ﹤0.01% of the portfolio, ranked #1144.

Strategic Wealth Partners first reported a position in JOBY in Q2 2025 and has held it in 5 quarters since. The position peaked at $5.41K in Q3 2025. 526 funds tracked by Wall St. Rank hold JOBY as of Q2 2026.

  • Strategic Wealth Partners held 344 shares of Joby Aviation worth $3.07K as of Q2 2026.
  • Strategic Wealth Partners left its Joby Aviation share count unchanged in Q2 2026.
  • Joby Aviation made up ﹤0.01% of Strategic Wealth Partners's portfolio in Q2 2026, its #1144 holding.
  • Strategic Wealth Partners first reported a position in Joby Aviation in Q2 2025 and has held it in 5 quarters since.
  • Strategic Wealth Partners's Joby Aviation position peaked at $5.41K in Q3 2025.
  • 526 funds tracked by Wall St. Rank held Joby Aviation as of Q2 2026.

Based on Strategic Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.