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Tradition Wealth Management’s Joby Aviation JOBY Stock Holding History

Tradition 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 		$2.68K Hold
300
– – ﹤0.01% 558
2026
Q1 		$2.48K Buy
+300
New +$3.38K ﹤0.01% 524

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

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

Tradition Wealth Management increased its Joby Aviation (JOBY) stake by 13% in Q2 2026, buying an estimated $34K and bringing the position to 31,606 shares worth $282K. The position accounts for 0.02% of the portfolio, ranked #426.

Tradition Wealth Management first reported a position in JOBY in Q4 2021 and has held it in 13 quarters since. The position peaked at $659K in Q3 2025. 527 funds tracked by Wall St. Rank hold JOBY as of Q2 2026.

  • Tradition Wealth Management held 31,606 shares of Joby Aviation worth $282K as of Q2 2026.
  • Tradition Wealth Management bought 3,523 Joby Aviation shares in Q2 2026, an estimated $34K.
  • Joby Aviation made up 0.02% of Tradition Wealth Management's portfolio in Q2 2026, its #426 holding.
  • Tradition Wealth Management first reported a position in Joby Aviation in Q4 2021 and has held it in 13 quarters since.
  • Tradition Wealth Management's Joby Aviation position peaked at $659K in Q3 2025.
  • 527 funds tracked by Wall St. Rank held Joby Aviation as of Q2 2026.

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