Herold Advisors
JOBY icon

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
Q3 		$60.5K Hold
10,000
– – 0.01% 266
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

Exchange Traded Concepts
Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Lingotto Investment Management
Lingotto Investment Management London, United Kingdom $5.74B AUM 42.24% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return
SBI Securities
SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return
Udine Wealth Management
Udine Wealth Management Boca Raton, Florida $253M AUM 20.1% 1-Year Est. Return
Bouvel Investment Partners
Bouvel Investment Partners Phoenixville, Pennsylvania $433M AUM 51.2% 1-Year Est. Return
YC
Yarbrough Capital Franklin, Tennessee $3.58B AUM 26% 1-Year Est. Return
Rakuten Securities
Rakuten Securities Tokyo, Japan $359M AUM 134.09% 1-Year Est. Return
Moran Wealth Management
Moran Wealth Management Naples, Florida $3.64B AUM 28.63% 1-Year Est. Return

Herold Advisors's JOBY Position: Q3 2026 in Review

Herold Advisors held its Joby Aviation (JOBY) position steady in Q3 2026 at 10,000 shares worth $60.5K. The position accounts for 0.01% of the portfolio, ranked #266.

Herold Advisors first reported a position in JOBY in Q4 2023 and has held it in 7 quarters since. The position peaked at $161K in Q3 2025. 159 funds tracked by Wall St. Rank hold JOBY as of Q3 2026.

  • Herold Advisors held 10,000 shares of Joby Aviation worth $60.5K as of Q3 2026.
  • Herold Advisors left its Joby Aviation share count unchanged in Q3 2026.
  • Joby Aviation made up 0.01% of Herold Advisors's portfolio in Q3 2026, its #266 holding.
  • Herold Advisors first reported a position in Joby Aviation in Q4 2023 and has held it in 7 quarters since.
  • Herold Advisors's Joby Aviation position peaked at $161K in Q3 2025.
  • 159 funds tracked by Wall St. Rank held Joby Aviation as of Q3 2026.

Based on Herold Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.