IAA
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Independent Advisor Alliance’s Joby Aviation JOBY Stock Holding History

Independent Advisor Alliance’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 		$436K Buy
48,895
+36,749
+303% +$355K 0.01% 718
2026
Q1 		$100K Buy
12,146
+338
+3% +$3.81K ﹤0.01% 1545
2025
Q4 		$156K Sell
11,808
-2,224
-16% -$34.1K ﹤0.01% 951
2025
Q3 		$226K Sell
14,032
-3,371
-19% -$51.2K 0.01% 853
2025
Q2 		$184K Sell
17,403
-5,379
-24% -$38.9K 0.01% 851
2025
Q1 		$137K Buy
22,782
+432
+2% +$3.23K ﹤0.01% 781
2024
Q4 		$182K Buy
22,350
+3,481
+18% +$23.1K ﹤0.01% 1300
2024
Q3 		$94.9K Sell
18,869
-1,481
-7% -$8.05K ﹤0.01% 683
2024
Q2 		$104K Buy
20,350
+403
+2% +$2.01K ﹤0.01% 681
2024
Q1 		$107K Sell
19,947
-100
-0.5% -$567 ﹤0.01% 674
2023
Q4 		$133K Sell
20,047
-2
-0% -$12 ﹤0.01% 649
2023
Q3 		$129K Buy
20,049
+1,149
+6% +$9.06K 0.01% 626
2023
Q2 		$194K Buy
18,900
+8,713
+86% +$47.2K 0.01% 628
2023
Q1 		$44.2K Buy
+10,187
New +$42.1K ﹤0.01% 646
2022
Q1 		– Sell
-29,651
Closed -$216K – 707
2021
Q4 		$216K Buy
29,651
+10,324
+53% +$85.9K 0.01% 613
2021
Q3 		$194K Buy
+19,327
New +$195K 0.01% 588

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

Independent Advisor Alliance's JOBY Position: Q2 2026 in Review

Independent Advisor Alliance increased its Joby Aviation (JOBY) stake by 303% in Q2 2026, buying an estimated $355K and bringing the position to 48,895 shares worth $436K. The position accounts for 0.01% of the portfolio, ranked #718.

Independent Advisor Alliance first reported a position in JOBY in Q3 2021 and has held it in 16 quarters since. 526 funds tracked by Wall St. Rank hold JOBY as of Q2 2026.

  • Independent Advisor Alliance held 48,895 shares of Joby Aviation worth $436K as of Q2 2026.
  • Independent Advisor Alliance bought 36,749 Joby Aviation shares in Q2 2026, an estimated $355K.
  • Joby Aviation made up 0.01% of Independent Advisor Alliance's portfolio in Q2 2026, its #718 holding.
  • Independent Advisor Alliance first reported a position in Joby Aviation in Q3 2021 and has held it in 16 quarters since.
  • 526 funds tracked by Wall St. Rank held Joby Aviation as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.