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EverSource Wealth Advisors’s Joby Aviation JOBY Stock Holding History

EverSource Wealth 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 		$10.4K Sell
1,162
-2,461
-68% -$23.8K ﹤0.01% 2894
2026
Q1 		$29.9K Buy
3,623
+523
+17% +$5.89K ﹤0.01% 2245
2025
Q4 		$40.9K Sell
3,100
-1,224
-28% -$18.8K ﹤0.01% 1888
2025
Q3 		$69.8K Buy
4,324
+1,784
+70% +$27.1K ﹤0.01% 1472
2025
Q2 		$26.8K Buy
2,540
+1,880
+285% +$13.6K ﹤0.01% 2065
2025
Q1 		$3.97K Sell
660
-2,032
-75% -$15.2K ﹤0.01% 2606
2024
Q4 		$21.9K Buy
2,692
+127
+5% +$842 ﹤0.01% 1576
2024
Q3 		$12.9K Buy
2,565
+53
+2% +$288 ﹤0.01% 1730
2024
Q2 		$15K Buy
2,512
+2,500
+20,833% +$12.4K ﹤0.01% 1649
2024
Q1 		$61 Buy
+12
New +$68 ﹤0.01% 2845

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

EverSource Wealth Advisors's JOBY Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Joby Aviation (JOBY) stake by 68% in Q2 2026, selling an estimated $23.8K and leaving 1,162 shares worth $10.4K. The position accounts for ﹤0.01% of the portfolio, ranked #2894.

EverSource Wealth Advisors first reported a position in JOBY in Q1 2024 and has held it in 10 quarters since. The position peaked at $69.8K in Q3 2025. 526 funds tracked by Wall St. Rank hold JOBY as of Q2 2026.

  • EverSource Wealth Advisors held 1,162 shares of Joby Aviation worth $10.4K as of Q2 2026.
  • EverSource Wealth Advisors sold 2,461 Joby Aviation shares in Q2 2026, an estimated $23.8K.
  • Joby Aviation made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #2894 holding.
  • EverSource Wealth Advisors first reported a position in Joby Aviation in Q1 2024 and has held it in 10 quarters since.
  • EverSource Wealth Advisors's Joby Aviation position peaked at $69.8K in Q3 2025.
  • 526 funds tracked by Wall St. Rank held Joby Aviation as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.