NWWA
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New Wave Wealth Advisors’s Joby Aviation JOBY Stock Holding History

New Wave Wealth 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
Q1 		– Sell
-19,889
Closed -$224K – 209
2025
Q4 		$263K Buy
19,889
+420
+2% +$6.45K 0.1% 150
2025
Q3 		$314K Buy
+19,469
New +$296K 0.12% 117

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
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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
IC
Intel Corp Santa Clara, California $470M AUM 21.74% 1-Year Est. Return
DAL
Delta Air Lines Atlanta, Georgia $378M AUM 12.68% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

New Wave Wealth Advisors's JOBY Position: Q1 2026 in Review

New Wave Wealth Advisors sold out of Joby Aviation (JOBY) in Q1 2026, closing a stake of 19,889 shares — an estimated $224K sold.

New Wave Wealth Advisors first reported a position in JOBY in Q3 2025 and held it in 2 quarters. The position peaked at $314K in Q3 2025. 522 funds tracked by Wall St. Rank hold JOBY as of Q1 2026.

  • New Wave Wealth Advisors reported no remaining Joby Aviation position as of Q1 2026 after selling out during the quarter.
  • New Wave Wealth Advisors sold 19,889 Joby Aviation shares in Q1 2026, an estimated $224K.
  • New Wave Wealth Advisors first reported a position in Joby Aviation in Q3 2025 and held it in 2 quarters.
  • New Wave Wealth Advisors's Joby Aviation position peaked at $314K in Q3 2025.
  • 522 funds tracked by Wall St. Rank held Joby Aviation as of Q1 2026.

Based on New Wave Wealth Advisors's 13F filing for Q1 2026, filed 4 May 2026.