CAPTRUST Financial Advisors
JOBY icon

CAPTRUST Financial Advisors’s Joby Aviation JOBY Stock Holding History

CAPTRUST Financial 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 		$320K Sell
35,825
-18,479
-34% -$179K ﹤0.01% 2538
2026
Q1 		$448K Buy
54,304
+20,036
+58% +$226K ﹤0.01% 2108
2025
Q4 		$452K Buy
34,268
+4,564
+15% +$70K ﹤0.01% 1957
2025
Q3 		$479K Buy
29,704
+6,855
+30% +$104K ﹤0.01% 1845
2025
Q2 		$241K Sell
22,849
-1,059
-4% -$7.66K ﹤0.01% 2183
2025
Q1 		$144K Buy
23,908
+2,692
+13% +$20.2K ﹤0.01% 2205
2024
Q4 		$172K Buy
+21,216
New +$141K ﹤0.01% 2159
2022
Q3 		– Sell
-435
Closed -$2K – 3083
2022
Q2 		$2K Buy
+435
New +$2.29K ﹤0.01% 4476
2022
Q1 		– Sell
-100
Closed -$1K – 5026
2021
Q4 		$1K Buy
+100
New +$832 ﹤0.01% 4581

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

CAPTRUST Financial Advisors's JOBY Position: Q2 2026 in Review

CAPTRUST Financial Advisors reduced its Joby Aviation (JOBY) stake by 34% in Q2 2026, selling an estimated $179K and leaving 35,825 shares worth $320K. The position accounts for ﹤0.01% of the portfolio, ranked #2538.

CAPTRUST Financial Advisors first reported a position in JOBY in Q4 2021 and has held it in 9 quarters since. The position peaked at $479K in Q3 2025. 526 funds tracked by Wall St. Rank hold JOBY as of Q2 2026.

  • CAPTRUST Financial Advisors held 35,825 shares of Joby Aviation worth $320K as of Q2 2026.
  • CAPTRUST Financial Advisors sold 18,479 Joby Aviation shares in Q2 2026, an estimated $179K.
  • Joby Aviation made up ﹤0.01% of CAPTRUST Financial Advisors's portfolio in Q2 2026, its #2538 holding.
  • CAPTRUST Financial Advisors first reported a position in Joby Aviation in Q4 2021 and has held it in 9 quarters since.
  • CAPTRUST Financial Advisors's Joby Aviation position peaked at $479K in Q3 2025.
  • 526 funds tracked by Wall St. Rank held Joby Aviation as of Q2 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.