Osaic Holdings
JOBY icon

Osaic Holdings’s Joby Aviation JOBY Stock Holding History

Osaic Holdings’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 		$2.04M Buy
247,305
+42,401
+21% +$478K ﹤0.01% 2059
2025
Q4 		$2.7M Sell
204,904
-55,349
-21% -$850K ﹤0.01% 1840
2025
Q3 		$3.94M Buy
260,253
+57,333
+28% +$871K 0.01% 1655
2025
Q2 		$2.14M Sell
202,920
-13,828
-6% -$100K ﹤0.01% 1842
2025
Q1 		$1.3M Buy
216,748
+7,460
+4% +$55.8K ﹤0.01% 2005
2024
Q4 		$1.7M Buy
209,288
+30,701
+17% +$204K ﹤0.01% 1787
2024
Q3 		$898K Buy
178,587
+6,257
+4% +$34K ﹤0.01% 2341
2024
Q2 		$879K Sell
172,330
-8,483
-5% -$42.2K ﹤0.01% 2294
2024
Q1 		$969K Buy
180,813
+15,744
+10% +$89.3K ﹤0.01% 2357
2023
Q4 		$1.1M Sell
165,069
-38,690
-19% -$238K ﹤0.01% 2428
2023
Q3 		$1.31M Buy
203,759
+79,812
+64% +$629K ﹤0.01% 2370
2023
Q2 		$1.27M Buy
123,947
+11,614
+10% +$62.9K ﹤0.01% 2274
2023
Q1 		$487K Buy
112,333
+14,649
+15% +$60.6K ﹤0.01% 3111
2022
Q4 		$326K Buy
97,684
+6,111
+7% +$24.8K ﹤0.01% 3434
2022
Q3 		$397K Buy
91,573
+5,998
+7% +$32.9K ﹤0.01% 3112
2022
Q2 		$420K Buy
85,575
+41,122
+93% +$217K ﹤0.01% 3099
2022
Q1 		$295K Buy
44,453
+13,110
+42% +$67.6K ﹤0.01% 3696
2021
Q4 		$230K Buy
31,343
+2,033
+7% +$16.9K ﹤0.01% 3819
2021
Q3 		$294K Buy
29,310
+7,023
+32% +$70.8K ﹤0.01% 3555
2021
Q2 		$222K Buy
22,287
+5,220
+31% +$52.2K ﹤0.01% 3782
2021
Q1 		$174K Buy
+17,067
New +$207K ﹤0.01% 3869

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

Osaic Holdings's JOBY Position: Q1 2026 in Review

Osaic Holdings increased its Joby Aviation (JOBY) stake by 21% in Q1 2026, buying an estimated $478K and bringing the position to 247,305 shares worth $2.04M. The position accounts for ﹤0.01% of the portfolio, ranked #2059.

Osaic Holdings first reported a position in JOBY in Q1 2021 and has held it in 21 quarters since. The position peaked at $3.94M in Q3 2025. 522 funds tracked by Wall St. Rank hold JOBY as of Q1 2026.

  • Osaic Holdings held 247,305 shares of Joby Aviation worth $2.04M as of Q1 2026.
  • Osaic Holdings bought 42,401 Joby Aviation shares in Q1 2026, an estimated $478K.
  • Joby Aviation made up ﹤0.01% of Osaic Holdings's portfolio in Q1 2026, its #2059 holding.
  • Osaic Holdings first reported a position in Joby Aviation in Q1 2021 and has held it in 21 quarters since.
  • Osaic Holdings's Joby Aviation position peaked at $3.94M in Q3 2025.
  • 522 funds tracked by Wall St. Rank held Joby Aviation as of Q1 2026.

Based on Osaic Holdings's 13F filing for Q1 2026, filed 15 May 2026.