Aspect Partners
JOBY icon

Aspect Partners’s Joby Aviation JOBY Stock Holding History

Aspect Partners’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
Q3 		$3.87K Buy
640
+14
+2% +$102 ﹤0.01% 447
2026
Q2 		$5.58K Buy
626
+45
+8% +$435 ﹤0.01% 396
2026
Q1 		$4.8K Buy
581
+35
+6% +$394 ﹤0.01% 362
2025
Q4 		$7.21K Sell
546
-45
-8% -$691 ﹤0.01% 317
2025
Q3 		$9.5K Buy
+591
New +$8.98K ﹤0.01% 310

Other funds holding JOBY

SBI Securities
SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return
Udine Wealth Management
Udine Wealth Management Boca Raton, Florida $253M AUM 20.1% 1-Year Est. Return
Bouvel Investment Partners
Bouvel Investment Partners Phoenixville, Pennsylvania $433M AUM 51.2% 1-Year Est. Return
YC
Yarbrough Capital Franklin, Tennessee $3.58B AUM 26% 1-Year Est. Return
Moran Wealth Management
Moran Wealth Management Naples, Florida $3.64B AUM 28.63% 1-Year Est. Return
LF
Lighthouse Financial Largo, Florida $222M AUM 23.63% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
OpenArc Corporate Advisory
OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return
Sowell Financial Services
Sowell Financial Services North Little Rock, Arkansas $3.12B AUM 22.73% 1-Year Est. Return
Cobblestone Asset Management
Cobblestone Asset Management Richmond, Virginia $248M AUM 11.41% 1-Year Est. Return

Aspect Partners's JOBY Position: Q3 2026 in Review

Aspect Partners increased its Joby Aviation (JOBY) stake by 2.2% in Q3 2026, buying an estimated $102 and bringing the position to 640 shares worth $3.87K. The position accounts for ﹤0.01% of the portfolio, ranked #447.

Aspect Partners first reported a position in JOBY in Q3 2025 and has held it in 5 quarters since. The position peaked at $9.5K in Q3 2025. 99 funds tracked by Wall St. Rank hold JOBY as of Q3 2026.

  • Aspect Partners held 640 shares of Joby Aviation worth $3.87K as of Q3 2026.
  • Aspect Partners bought 14 Joby Aviation shares in Q3 2026, an estimated $102.
  • Joby Aviation made up ﹤0.01% of Aspect Partners's portfolio in Q3 2026, its #447 holding.
  • Aspect Partners first reported a position in Joby Aviation in Q3 2025 and has held it in 5 quarters since.
  • Aspect Partners's Joby Aviation position peaked at $9.5K in Q3 2025.
  • 99 funds tracked by Wall St. Rank held Joby Aviation as of Q3 2026.

Based on Aspect Partners's 13F filing for Q3 2026, filed 20 Oct 2026.