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Heritage Wealth Management (Ohio)’s Joby Aviation JOBY Stock Holding History

Heritage Wealth Management (Ohio)’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 		$98.1K Hold
11,000
– – 0.02% 271
2026
Q1 		$90.9K Hold
11,000
– – 0.05% 157
2025
Q4 		$145K Sell
11,000
-2,000
-15% -$30.7K 0.04% 254
2025
Q3 		$210K Sell
13,000
-500
-4% -$7.59K 0.06% 234
2025
Q2 		$142K Hold
13,500
– – 0.05% 235
2025
Q1 		$81.3K Buy
+13,500
New +$101K 0.03% 227

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

Heritage Wealth Management (Ohio)'s JOBY Position: Q2 2026 in Review

Heritage Wealth Management (Ohio) held its Joby Aviation (JOBY) position steady in Q2 2026 at 11,000 shares worth $98.1K. The position accounts for 0.02% of the portfolio, ranked #271.

Heritage Wealth Management (Ohio) first reported a position in JOBY in Q1 2025 and has held it in 6 quarters since. The position peaked at $210K in Q3 2025. 526 funds tracked by Wall St. Rank hold JOBY as of Q2 2026.

  • Heritage Wealth Management (Ohio) held 11,000 shares of Joby Aviation worth $98.1K as of Q2 2026.
  • Heritage Wealth Management (Ohio) left its Joby Aviation share count unchanged in Q2 2026.
  • Joby Aviation made up 0.02% of Heritage Wealth Management (Ohio)'s portfolio in Q2 2026, its #271 holding.
  • Heritage Wealth Management (Ohio) first reported a position in Joby Aviation in Q1 2025 and has held it in 6 quarters since.
  • Heritage Wealth Management (Ohio)'s Joby Aviation position peaked at $210K in Q3 2025.
  • 526 funds tracked by Wall St. Rank held Joby Aviation as of Q2 2026.

Based on Heritage Wealth Management (Ohio)'s 13F filing for Q2 2026, filed 28 Jul 2026.