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Westwood Wealth Management’s Joby Aviation JOBY Stock Holding History

Westwood 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 		$364K Buy
40,800
+11,650
+40% +$113K 0.11% 35
2026
Q1 		$241K Buy
+29,150
New +$328K 0.09% 39

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

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

Westwood Wealth Management increased its Joby Aviation (JOBY) stake by 40% in Q2 2026, buying an estimated $113K and bringing the position to 40,800 shares worth $364K. The position accounts for 0.11% of the portfolio, ranked #35.

Westwood Wealth Management first reported a position in JOBY in Q1 2026 and has held it in 2 quarters since. 526 funds tracked by Wall St. Rank hold JOBY as of Q2 2026.

  • Westwood Wealth Management held 40,800 shares of Joby Aviation worth $364K as of Q2 2026.
  • Westwood Wealth Management bought 11,650 Joby Aviation shares in Q2 2026, an estimated $113K.
  • Joby Aviation made up 0.11% of Westwood Wealth Management's portfolio in Q2 2026, its #35 holding.
  • Westwood Wealth Management first reported a position in Joby Aviation in Q1 2026 and has held it in 2 quarters since.
  • 526 funds tracked by Wall St. Rank held Joby Aviation as of Q2 2026.

Based on Westwood Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.