Evergreen Advisors’s Joby Aviation JOBY Stock Holding History

Evergreen 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	–	Sell	-136	Closed	-$1.12K	–	103
2026 Q1	$1.12K	Buy	+136	New	+$1.53K	﹤0.01%	153

Other funds holding JOBY

TMC

Toyota Motor Corp Japan $1.99B AUM 14.97% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

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 Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Evergreen Advisors's JOBY Position: Q2 2026 in Review

Evergreen Advisors sold out of Joby Aviation (JOBY) in Q2 2026, closing a stake of 136 shares — an estimated $1.12K sold.

Evergreen Advisors first reported a position in JOBY in Q1 2026 and held it in 1 quarter. The position peaked at $1.12K in Q1 2026. 526 funds tracked by Wall St. Rank hold JOBY as of Q2 2026.

Evergreen Advisors reported no remaining Joby Aviation position as of Q2 2026 after selling out during the quarter.
Evergreen Advisors sold 136 Joby Aviation shares in Q2 2026, an estimated $1.12K.
Evergreen Advisors first reported a position in Joby Aviation in Q1 2026 and held it in 1 quarter.
Evergreen Advisors's Joby Aviation position peaked at $1.12K in Q1 2026.
526 funds tracked by Wall St. Rank held Joby Aviation as of Q2 2026.

Based on Evergreen Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.