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Herold Advisors’s Joby Aviation JOBY Stock Holding History

Herold 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 		$89K Hold
10,000
– – 0.02% 266
2026
Q1 		$82.6K Hold
10,000
– – 0.02% 258
2025
Q4 		$132K Hold
10,000
– – 0.03% 243
2025
Q3 		$161K Buy
+10,000
New +$152K 0.04% 240
2024
Q2 		– Sell
-14,620
Closed -$78.4K – 273
2024
Q1 		$78.4K Hold
14,620
– – 0.02% 262
2023
Q4 		$97.2K Buy
+14,620
New +$90.1K 0.03% 241

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

Herold Advisors's JOBY Position: Q2 2026 in Review

Herold Advisors held its Joby Aviation (JOBY) position steady in Q2 2026 at 10,000 shares worth $89K. The position accounts for 0.02% of the portfolio, ranked #266.

Herold Advisors first reported a position in JOBY in Q4 2023 and has held it in 6 quarters since. The position peaked at $161K in Q3 2025. 527 funds tracked by Wall St. Rank hold JOBY as of Q2 2026.

  • Herold Advisors held 10,000 shares of Joby Aviation worth $89K as of Q2 2026.
  • Herold Advisors left its Joby Aviation share count unchanged in Q2 2026.
  • Joby Aviation made up 0.02% of Herold Advisors's portfolio in Q2 2026, its #266 holding.
  • Herold Advisors first reported a position in Joby Aviation in Q4 2023 and has held it in 6 quarters since.
  • Herold Advisors's Joby Aviation position peaked at $161K in Q3 2025.
  • 527 funds tracked by Wall St. Rank held Joby Aviation as of Q2 2026.

Based on Herold Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.