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Clearstead Advisors’s Joby Aviation JOBY Stock Holding History

Clearstead 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 		$10.4K Buy
+1,162
New +$11.2K ﹤0.01% 1967
2025
Q4 		– Sell
-175
Closed -$2.83K – 3013
2025
Q3 		$2.83K Buy
+175
New +$2.66K ﹤0.01% 2351
2022
Q2 		– Sell
-211
Closed -$1K – 1360
2022
Q1 		$1K Buy
+211
New +$1.09K ﹤0.01% 1298

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
U
Uber San Francisco, California $4.51B AUM 1.92% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
RCW
Rheos Capital Works Tokyo, Japan $1.75B AUM 57.75% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Clearstead Advisors's JOBY Position: Q2 2026 in Review

Clearstead Advisors opened a new position in Joby Aviation (JOBY) in Q2 2026: 1,162 shares worth $10.4K. The stake represents ﹤0.01% of the portfolio and ranks #1967 among its holdings. This is a return to the name: Clearstead Advisors previously reported a position in JOBY as recently as Q3 2025.

Clearstead Advisors first reported a position in JOBY in Q1 2022 and has held it in 3 quarters since. 264 funds tracked by Wall St. Rank hold JOBY as of Q2 2026.

  • Clearstead Advisors held 1,162 shares of Joby Aviation worth $10.4K as of Q2 2026.
  • Joby Aviation was a new Clearstead Advisors position in Q2 2026.
  • Joby Aviation made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #1967 holding.
  • Clearstead Advisors first reported a position in Joby Aviation in Q1 2022 and has held it in 3 quarters since.
  • 264 funds tracked by Wall St. Rank held Joby Aviation as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.