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Udine Wealth Management’s Joby Aviation JOBY Stock Holding History

Udine 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 		$2.36M Buy
264,270
+11,319
+4% +$109K 0.97% 35
2026
Q1 		$2.09M Buy
252,951
+156,519
+162% +$1.76M 1.02% 28
2025
Q4 		$1.27M Buy
96,432
+8,853
+10% +$136K 0.6% 35
2025
Q3 		$1.41M Buy
+87,579
New +$1.33M 0.68% 33

Other funds holding JOBY

Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
LIM
Lingotto Investment Management London, United Kingdom $4.67B AUM 70.24% 1-Year Est. Return
IEFM
IQ EQ Fund Management Dublin 2, Ireland $1.57B AUM 40.42% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
BIP
Bouvel Investment Partners Phoenixville, Pennsylvania $442M AUM 70.77% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

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

Udine Wealth Management increased its Joby Aviation (JOBY) stake by 4.5% in Q2 2026, buying an estimated $109K and bringing the position to 264,270 shares worth $2.36M. The position accounts for 0.97% of the portfolio, ranked #35.

Udine Wealth Management first reported a position in JOBY in Q3 2025 and has held it in 4 quarters since. 172 funds tracked by Wall St. Rank hold JOBY as of Q2 2026.

  • Udine Wealth Management held 264,270 shares of Joby Aviation worth $2.36M as of Q2 2026.
  • Udine Wealth Management bought 11,319 Joby Aviation shares in Q2 2026, an estimated $109K.
  • Joby Aviation made up 0.97% of Udine Wealth Management's portfolio in Q2 2026, its #35 holding.
  • Udine Wealth Management first reported a position in Joby Aviation in Q3 2025 and has held it in 4 quarters since.
  • 172 funds tracked by Wall St. Rank held Joby Aviation as of Q2 2026.

Based on Udine Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.