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Waverly Advisors’s Joby Aviation JOBY Stock Holding History

Waverly Advisors’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 		$179K Buy
20,095
+917
+5% +$8.86K ﹤0.01% 1641
2026
Q1 		$158K Buy
19,178
+6,468
+51% +$72.9K ﹤0.01% 1509
2025
Q4 		$168K Buy
+12,710
New +$195K ﹤0.01% 1399

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

Waverly Advisors's JOBY Position: Q2 2026 in Review

Waverly Advisors increased its Joby Aviation (JOBY) stake by 4.8% in Q2 2026, buying an estimated $8.86K and bringing the position to 20,095 shares worth $179K. The position accounts for ﹤0.01% of the portfolio, ranked #1641.

Waverly Advisors first reported a position in JOBY in Q4 2025 and has held it in 3 quarters since. 526 funds tracked by Wall St. Rank hold JOBY as of Q2 2026.

  • Waverly Advisors held 20,095 shares of Joby Aviation worth $179K as of Q2 2026.
  • Waverly Advisors bought 917 Joby Aviation shares in Q2 2026, an estimated $8.86K.
  • Joby Aviation made up ﹤0.01% of Waverly Advisors's portfolio in Q2 2026, its #1641 holding.
  • Waverly Advisors first reported a position in Joby Aviation in Q4 2025 and has held it in 3 quarters since.
  • 526 funds tracked by Wall St. Rank held Joby Aviation as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.