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Kelleher Financial Advisors’s Joby Aviation JOBY Stock Holding History

Kelleher Financial 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 		$446 Buy
+50
New +$483 ﹤0.01% 840
2026
Q1 		– Sell
-50
Closed -$660 – 694
2025
Q4 		$660 Hold
50
– – ﹤0.01% 679
2025
Q3 		$807 Buy
+50
New +$759 ﹤0.01% 609

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 $3.38T AUM 44.17% 1-Year Est. Return
IC
Intel Corp Santa Clara, California $621M AUM 34.06% 1-Year Est. Return

Kelleher Financial Advisors's JOBY Position: Q2 2026 in Review

Kelleher Financial Advisors opened a new position in Joby Aviation (JOBY) in Q2 2026: 50 shares worth $446. The stake represents ﹤0.01% of the portfolio and ranks #840 among its holdings. This is a return to the name: Kelleher Financial Advisors previously reported a position in JOBY as recently as Q4 2025.

Kelleher Financial Advisors first reported a position in JOBY in Q3 2025 and has held it in 3 quarters since. The position peaked at $807 in Q3 2025. 527 funds tracked by Wall St. Rank hold JOBY as of Q2 2026.

  • Kelleher Financial Advisors held 50 shares of Joby Aviation worth $446 as of Q2 2026.
  • Joby Aviation was a new Kelleher Financial Advisors position in Q2 2026.
  • Joby Aviation made up ﹤0.01% of Kelleher Financial Advisors's portfolio in Q2 2026, its #840 holding.
  • Kelleher Financial Advisors first reported a position in Joby Aviation in Q3 2025 and has held it in 3 quarters since.
  • Kelleher Financial Advisors's Joby Aviation position peaked at $807 in Q3 2025.
  • 527 funds tracked by Wall St. Rank held Joby Aviation as of Q2 2026.

Based on Kelleher Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.