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Bell Investment Advisors’s Joby Aviation JOBY Stock Holding History

Bell Investment 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 		$1.9K Hold
213
– – ﹤0.01% 1352
2026
Q1 		$1.76K Sell
213
-36
-14% -$406 ﹤0.01% 1375
2025
Q4 		$3.29K Buy
249
+3
+1% +$46 ﹤0.01% 1158
2025
Q3 		$3.97K Buy
246
+33
+15% +$501 ﹤0.01% 1047
2025
Q2 		$2.25K Buy
213
+50
+31% +$362 ﹤0.01% 1328
2025
Q1 		$982 Buy
+163
New +$1.22K ﹤0.01% 1555
2022
Q4 		– Sell
-112
Closed – – 1984
2022
Q3 		$0 Buy
+112
New +$614 ﹤0.01% 1835

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

Bell Investment Advisors's JOBY Position: Q2 2026 in Review

Bell Investment Advisors held its Joby Aviation (JOBY) position steady in Q2 2026 at 213 shares worth $1.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1352.

Bell Investment Advisors first reported a position in JOBY in Q3 2022 and has held it in 7 quarters since. The position peaked at $3.97K in Q3 2025. 526 funds tracked by Wall St. Rank hold JOBY as of Q2 2026.

  • Bell Investment Advisors held 213 shares of Joby Aviation worth $1.9K as of Q2 2026.
  • Bell Investment Advisors left its Joby Aviation share count unchanged in Q2 2026.
  • Joby Aviation made up ﹤0.01% of Bell Investment Advisors's portfolio in Q2 2026, its #1352 holding.
  • Bell Investment Advisors first reported a position in Joby Aviation in Q3 2022 and has held it in 7 quarters since.
  • Bell Investment Advisors's Joby Aviation position peaked at $3.97K in Q3 2025.
  • 526 funds tracked by Wall St. Rank held Joby Aviation as of Q2 2026.

Based on Bell Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.