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Concurrent Investment Advisors’s Joby Aviation JOBY Stock Holding History

Concurrent 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 		$814K Buy
91,282
+4,419
+5% +$42.7K 0.01% 1124
2026
Q1 		$717K Buy
86,863
+54,944
+172% +$619K 0.01% 1036
2025
Q4 		$421K Buy
31,919
+6,022
+23% +$92.4K ﹤0.01% 1228
2025
Q3 		$418K Sell
25,897
-2,934
-10% -$44.6K 0.01% 993
2025
Q2 		$304K Buy
+28,831
New +$209K 0.01% 1060

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

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

Concurrent Investment Advisors increased its Joby Aviation (JOBY) stake by 5.1% in Q2 2026, buying an estimated $42.7K and bringing the position to 91,282 shares worth $814K. The position accounts for 0.01% of the portfolio, ranked #1124.

Concurrent Investment Advisors first reported a position in JOBY in Q2 2025 and has held it in 5 quarters since. 526 funds tracked by Wall St. Rank hold JOBY as of Q2 2026.

  • Concurrent Investment Advisors held 91,282 shares of Joby Aviation worth $814K as of Q2 2026.
  • Concurrent Investment Advisors bought 4,419 Joby Aviation shares in Q2 2026, an estimated $42.7K.
  • Joby Aviation made up 0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #1124 holding.
  • Concurrent Investment Advisors first reported a position in Joby Aviation in Q2 2025 and has held it in 5 quarters since.
  • 526 funds tracked by Wall St. Rank held Joby Aviation as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.