NewEdge Advisors’s Joby Aviation JOBY Stock Holding History

NewEdge 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	$319K	Sell	38,646 -3,919	-9%	-$44.1K	﹤0.01%	2299
2025 Q4	$562K	Sell	42,565 -4,045	-9%	-$62.1K	﹤0.01%	1882
2025 Q3	$752K	Buy	46,610 +21,583	+86%	+$328K	﹤0.01%	1579
2025 Q2	$264K	Buy	25,027 +13,834	+124%	+$100K	﹤0.01%	2089
2025 Q1	$67.4K	Sell	11,193 -10,312	-48%	-$77.2K	﹤0.01%	2438
2024 Q4	$175K	Buy	21,505 +1,935	+10%	+$12.8K	﹤0.01%	2124
2024 Q3	$98.4K	Buy	19,570 +1,187	+6%	+$6.46K	﹤0.01%	2200
2024 Q2	$93.8K	Buy	18,383 +10,588	+136%	+$52.7K	﹤0.01%	2141
2024 Q1	$41.8K	Buy	7,795 +7,115	+1,046%	+$40.4K	﹤0.01%	2373
2023 Q4	$4.52K	Buy	680 +200	+42%	+$1.23K	﹤0.01%	3150
2023 Q3	$3.1K	Buy	+480	New	+$3.78K	﹤0.01%	2945
2023 Q1	–	Sell	-100	Closed	-$335	–	3806
2022 Q4	$335	Buy	+100	New	+$405	﹤0.01%	3240

Other funds holding JOBY

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 New York $5.7T AUM 30.48% 1-Year Est. Return

Capricorn Investment Group Palo Alto, California $602M AUM 165.22% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Intel Corp Santa Clara, California $470M AUM 21.74% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return