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Creative Financial Designs’s Joby Aviation JOBY Stock Holding History

Creative Financial Designs’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 		$18.5K Buy
2,074
+300
+17% +$2.9K ﹤0.01% 1327
2026
Q1 		$14.7K Hold
1,774
– – ﹤0.01% 1289
2025
Q4 		$23.4K Hold
1,774
– – ﹤0.01% 1106
2025
Q3 		$28.6K Buy
+1,774
New +$26.9K ﹤0.01% 1032
2024
Q2 		– Sell
-10
Closed -$54 – 1689
2024
Q1 		$54 Buy
+10
New +$57 ﹤0.01% 1649

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 $3.38T AUM 44.17% 1-Year Est. Return
IC
Intel Corp Santa Clara, California $621M AUM 34.06% 1-Year Est. Return

Creative Financial Designs's JOBY Position: Q2 2026 in Review

Creative Financial Designs increased its Joby Aviation (JOBY) stake by 17% in Q2 2026, buying an estimated $2.9K and bringing the position to 2,074 shares worth $18.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1327.

Creative Financial Designs first reported a position in JOBY in Q1 2024 and has held it in 5 quarters since. The position peaked at $28.6K in Q3 2025. 527 funds tracked by Wall St. Rank hold JOBY as of Q2 2026.

  • Creative Financial Designs held 2,074 shares of Joby Aviation worth $18.5K as of Q2 2026.
  • Creative Financial Designs bought 300 Joby Aviation shares in Q2 2026, an estimated $2.9K.
  • Joby Aviation made up ﹤0.01% of Creative Financial Designs's portfolio in Q2 2026, its #1327 holding.
  • Creative Financial Designs first reported a position in Joby Aviation in Q1 2024 and has held it in 5 quarters since.
  • Creative Financial Designs's Joby Aviation position peaked at $28.6K in Q3 2025.
  • 527 funds tracked by Wall St. Rank held Joby Aviation as of Q2 2026.

Based on Creative Financial Designs's 13F filing for Q2 2026, filed 28 Jul 2026.