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Essential Investment Partners’s Joby Aviation JOBY Stock Holding History

Essential Investment Partners’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 		$8.92K Hold
1,000
– – 0.01% 216
2026
Q1 		$8.26K Hold
1,000
– – 0.01% 209
2025
Q4 		$13.2K Buy
+1,000
New +$15.3K 0.01% 187

Other funds holding JOBY

ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return
BIP
Bouvel Investment Partners Phoenixville, Pennsylvania $442M AUM 70.77% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return
NS
NBC Securities Birmingham, Alabama $1.48B AUM 31.07% 1-Year Est. Return
CAM
Cobblestone Asset Management Richmond, Virginia $240M AUM 17.84% 1-Year Est. Return
SFS
Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 1-Year Est. Return
1WA
180 Wealth Advisors Federal Way, Washington $997M AUM 47.84% 1-Year Est. Return

Essential Investment Partners's JOBY Position: Q2 2026 in Review

Essential Investment Partners held its Joby Aviation (JOBY) position steady in Q2 2026 at 1,000 shares worth $8.92K. The position accounts for 0.01% of the portfolio, ranked #216.

Essential Investment Partners first reported a position in JOBY in Q4 2025 and has held it in 3 quarters since. The position peaked at $13.2K in Q4 2025. 85 funds tracked by Wall St. Rank hold JOBY as of Q2 2026.

  • Essential Investment Partners held 1,000 shares of Joby Aviation worth $8.92K as of Q2 2026.
  • Essential Investment Partners left its Joby Aviation share count unchanged in Q2 2026.
  • Joby Aviation made up 0.01% of Essential Investment Partners's portfolio in Q2 2026, its #216 holding.
  • Essential Investment Partners first reported a position in Joby Aviation in Q4 2025 and has held it in 3 quarters since.
  • Essential Investment Partners's Joby Aviation position peaked at $13.2K in Q4 2025.
  • 85 funds tracked by Wall St. Rank held Joby Aviation as of Q2 2026.

Based on Essential Investment Partners's 13F filing for Q2 2026, filed 15 Jul 2026.