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Miller Financial Services’s Joby Aviation JOBY Stock Holding History

Miller Financial Services’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
2025
Q3 		– Sell
-14,080
Closed -$149K – 115
2025
Q2 		$149K Hold
14,080
– – 0.19% 100
2025
Q1 		$84.8K Hold
14,080
– – 0.12% 92
2024
Q4 		$114K Buy
+14,080
New +$93.4K 0.1% 123

Other funds holding JOBY

TMC
Toyota Motor Corp Japan $2.44B AUM 10.97% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CIG
Capricorn Investment Group Palo Alto, California $602M AUM 165.22% 1-Year Est. Return
IC
Intel Corp Santa Clara, California $470M AUM 21.74% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
DAL
Delta Air Lines Atlanta, Georgia $378M AUM 12.68% 1-Year Est. Return

Miller Financial Services's JOBY Position: Q3 2025 in Review

Miller Financial Services sold out of Joby Aviation (JOBY) in Q3 2025, closing a stake of 14,080 shares — an estimated $149K sold.

Miller Financial Services first reported a position in JOBY in Q4 2024 and held it in 3 quarters. The position peaked at $149K in Q2 2025. 461 funds tracked by Wall St. Rank hold JOBY as of Q3 2025.

  • Miller Financial Services reported no remaining Joby Aviation position as of Q3 2025 after selling out during the quarter.
  • Miller Financial Services sold 14,080 Joby Aviation shares in Q3 2025, an estimated $149K.
  • Miller Financial Services first reported a position in Joby Aviation in Q4 2024 and held it in 3 quarters.
  • Miller Financial Services's Joby Aviation position peaked at $149K in Q2 2025.
  • 461 funds tracked by Wall St. Rank held Joby Aviation as of Q3 2025.

Based on Miller Financial Services's 13F filing for Q3 2025, filed 13 Nov 2025.