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Total Wealth Planning & Management’s Joby Aviation JOBY Stock Holding History

Total Wealth Planning & 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 		$277K Buy
31,106
+7,272
+31% +$70.3K 0.19% 177
2026
Q1 		$197K Sell
23,834
-3,561
-13% -$40.1K 0.15% 190
2025
Q4 		$362K Buy
+27,395
New +$420K 0.27% 126
2025
Q2 		$298K Buy
28,264
+3,142
+13% +$22.7K 0.24% 164
2025
Q1 		$151K Sell
25,122
-9,898
-28% -$74.1K 0.14% 182
2024
Q4 		$285K Buy
+35,020
New +$232K 0.26% 144

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

Total Wealth Planning & Management's JOBY Position: Q2 2026 in Review

Total Wealth Planning & Management increased its Joby Aviation (JOBY) stake by 31% in Q2 2026, buying an estimated $70.3K and bringing the position to 31,106 shares worth $277K. The position accounts for 0.19% of the portfolio, ranked #177.

Total Wealth Planning & Management first reported a position in JOBY in Q4 2024 and has held it in 6 quarters since. The position peaked at $362K in Q4 2025. 527 funds tracked by Wall St. Rank hold JOBY as of Q2 2026.

  • Total Wealth Planning & Management held 31,106 shares of Joby Aviation worth $277K as of Q2 2026.
  • Total Wealth Planning & Management bought 7,272 Joby Aviation shares in Q2 2026, an estimated $70.3K.
  • Joby Aviation made up 0.19% of Total Wealth Planning & Management's portfolio in Q2 2026, its #177 holding.
  • Total Wealth Planning & Management first reported a position in Joby Aviation in Q4 2024 and has held it in 6 quarters since.
  • Total Wealth Planning & Management's Joby Aviation position peaked at $362K in Q4 2025.
  • 527 funds tracked by Wall St. Rank held Joby Aviation as of Q2 2026.

Based on Total Wealth Planning & Management's 13F filing for Q2 2026, filed 28 Jul 2026.