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Wealthspire Advisors (New York)’s Joby Aviation JOBY Stock Holding History

Wealthspire Advisors (New York)’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 		$99.3K Sell
11,129
-1,601
-13% -$15.5K ﹤0.01% 1227
2026
Q1 		$105K Sell
12,730
-942
-7% -$10.6K ﹤0.01% 894
2025
Q4 		$180K Sell
13,672
-1,475
-10% -$22.6K ﹤0.01% 981
2025
Q3 		$244K Buy
15,147
+2,896
+24% +$44K ﹤0.01% 734
2025
Q2 		$129K Sell
12,251
-2,703
-18% -$19.6K ﹤0.01% 812
2025
Q1 		$90K Buy
14,954
+3,000
+25% +$22.5K ﹤0.01% 766
2024
Q4 		$97.2K Buy
+11,954
New +$79.3K ﹤0.01% 767

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

Wealthspire Advisors (New York)'s JOBY Position: Q2 2026 in Review

Wealthspire Advisors (New York) reduced its Joby Aviation (JOBY) stake by 13% in Q2 2026, selling an estimated $15.5K and leaving 11,129 shares worth $99.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1227.

Wealthspire Advisors (New York) first reported a position in JOBY in Q4 2024 and has held it in 7 quarters since. The position peaked at $244K in Q3 2025. 526 funds tracked by Wall St. Rank hold JOBY as of Q2 2026.

  • Wealthspire Advisors (New York) held 11,129 shares of Joby Aviation worth $99.3K as of Q2 2026.
  • Wealthspire Advisors (New York) sold 1,601 Joby Aviation shares in Q2 2026, an estimated $15.5K.
  • Joby Aviation made up ﹤0.01% of Wealthspire Advisors (New York)'s portfolio in Q2 2026, its #1227 holding.
  • Wealthspire Advisors (New York) first reported a position in Joby Aviation in Q4 2024 and has held it in 7 quarters since.
  • Wealthspire Advisors (New York)'s Joby Aviation position peaked at $244K in Q3 2025.
  • 526 funds tracked by Wall St. Rank held Joby Aviation as of Q2 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q2 2026, filed 11 Aug 2026.