Creative Planning
JOBY icon

Creative Planning’s Joby Aviation JOBY Stock Holding History

Creative Planning’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
Q1 		$3.53M Buy
427,675
+121,725
+40% +$1.37M ﹤0.01% 1439
2025
Q4 		$4.04M Buy
305,950
+9,290
+3% +$143K ﹤0.01% 1161
2025
Q3 		$4.79M Buy
296,660
+79,581
+37% +$1.21M ﹤0.01% 912
2025
Q2 		$2.29M Buy
217,079
+13,492
+7% +$97.6K ﹤0.01% 1221
2025
Q1 		$1.23M Buy
203,587
+124,124
+156% +$929K ﹤0.01% 1548
2024
Q4 		$646K Buy
79,463
+24,017
+43% +$159K ﹤0.01% 1993
2024
Q3 		$279K Buy
55,446
+25,672
+86% +$140K ﹤0.01% 2577
2024
Q2 		$152K Buy
29,774
+7,986
+37% +$39.8K ﹤0.01% 2750
2024
Q1 		$117K Buy
21,788
+4,680
+27% +$26.5K ﹤0.01% 2678
2023
Q4 		$114K Buy
17,108
+3,737
+28% +$23K ﹤0.01% 2556
2023
Q3 		$86.2K Buy
+13,371
New +$105K ﹤0.01% 2408
2023
Q2 		– Sell
-12,468
Closed -$54.1K – 2737
2023
Q1 		$54.1K Sell
12,468
-1,735
-12% -$7.18K ﹤0.01% 2335
2022
Q4 		$47.6K Buy
14,203
+500
+4% +$2.03K ﹤0.01% 2237
2022
Q3 		$59K Buy
13,703
+1,572
+13% +$8.62K ﹤0.01% 2108
2022
Q2 		$60K Buy
+12,131
New +$63.9K ﹤0.01% 2031

Other funds holding JOBY

TMC
Toyota Motor Corp Japan $2.44B AUM 10.97% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CIG
Capricorn Investment Group Palo Alto, California $602M AUM 165.22% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
IC
Intel Corp Santa Clara, California $470M AUM 21.74% 1-Year Est. Return
DAL
Delta Air Lines Atlanta, Georgia $378M AUM 12.68% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Creative Planning's JOBY Position: Q1 2026 in Review

Creative Planning increased its Joby Aviation (JOBY) stake by 40% in Q1 2026, buying an estimated $1.37M and bringing the position to 427,675 shares worth $3.53M. The position accounts for ﹤0.01% of the portfolio, ranked #1439.

Creative Planning first reported a position in JOBY in Q2 2022 and has held it in 15 quarters since. The position peaked at $4.79M in Q3 2025. 522 funds tracked by Wall St. Rank hold JOBY as of Q1 2026.

  • Creative Planning held 427,675 shares of Joby Aviation worth $3.53M as of Q1 2026.
  • Creative Planning bought 121,725 Joby Aviation shares in Q1 2026, an estimated $1.37M.
  • Joby Aviation made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #1439 holding.
  • Creative Planning first reported a position in Joby Aviation in Q2 2022 and has held it in 15 quarters since.
  • Creative Planning's Joby Aviation position peaked at $4.79M in Q3 2025.
  • 522 funds tracked by Wall St. Rank held Joby Aviation as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.