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Harold Davidson & Associates’s Joby Aviation JOBY Stock Holding History

Harold Davidson & Associates’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
-10,318
Closed -$85.2K – 63
2026
Q1 		$85.2K Sell
10,318
-1,000
-9% -$11.3K 0.04% 60
2025
Q4 		$149K Sell
11,318
-7,400
-40% -$114K 0.07% 66
2025
Q3 		$302K Buy
+18,718
New +$284K 0.14% 61

Other funds holding JOBY

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
GIA
Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
NA
Nautilus Advisors La Jolla, California $170M AUM 26.4% 1-Year Est. Return

Harold Davidson & Associates's JOBY Position: Q2 2026 in Review

Harold Davidson & Associates sold out of Joby Aviation (JOBY) in Q2 2026, closing a stake of 10,318 shares — an estimated $85.2K sold.

Harold Davidson & Associates first reported a position in JOBY in Q3 2025 and held it in 3 quarters. The position peaked at $302K in Q3 2025. 60 funds tracked by Wall St. Rank hold JOBY as of Q2 2026.

  • Harold Davidson & Associates reported no remaining Joby Aviation position as of Q2 2026 after selling out during the quarter.
  • Harold Davidson & Associates sold 10,318 Joby Aviation shares in Q2 2026, an estimated $85.2K.
  • Harold Davidson & Associates first reported a position in Joby Aviation in Q3 2025 and held it in 3 quarters.
  • Harold Davidson & Associates's Joby Aviation position peaked at $302K in Q3 2025.
  • 60 funds tracked by Wall St. Rank held Joby Aviation as of Q2 2026.

Based on Harold Davidson & Associates's 13F filing for Q2 2026, filed 15 Jul 2026.