Allworth Financial’s Joby Aviation JOBY Stock Holding History

Allworth Financial’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 Q1	$123K	Buy	14,835 +4,888	+49%	+$55.1K	﹤0.01%	1713
2025 Q4	$131K	Sell	9,947 -19,695	-66%	-$302K	﹤0.01%	1579
2025 Q3	$478K	Buy	29,642 +22,445	+312%	+$341K	﹤0.01%	908
2025 Q2	$75.9K	Buy	7,197 +763	+12%	+$5.52K	﹤0.01%	1693
2025 Q1	$41.7K	Buy	6,434 +1,459	+29%	+$10.9K	﹤0.01%	1649
2024 Q4	$43.6K	Buy	4,975 +3,320	+201%	+$22K	﹤0.01%	1644
2024 Q3	$8.32K	Buy	1,655 +38	+2%	+$207	﹤0.01%	2342
2024 Q2	$10.6K	Buy	+1,617	New	+$8.05K	﹤0.01%	2199
2024 Q1	–	Sell	-598	Closed	-$3.98K	–	3648
2023 Q4	$3.98K	Buy	598 +351	+142%	+$2.16K	﹤0.01%	2365
2023 Q3	$1.59K	Buy	+247	New	+$1.95K	﹤0.01%	2651
2023 Q2	–	Sell	-247	Closed	-$1.07K	–	3321
2023 Q1	$1.07K	Buy	+247	New	+$1.02K	﹤0.01%	2642

Other funds holding JOBY

Toyota Motor Corp Japan $2.44B AUM 10.97% 1-Year Est. Return

Baillie Gifford & Co

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Capricorn Investment Group Palo Alto, California $602M AUM 165.22% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Intel Corp Santa Clara, California $470M AUM 21.74% 1-Year Est. Return

Delta Air Lines Atlanta, Georgia $378M AUM 12.68% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return