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Ritter Daniher Financial Advisory’s Joby Aviation JOBY Stock Holding History

Ritter Daniher Financial Advisory’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 		$21.6K Hold
2,425
– – ﹤0.01% 356
2026
Q1 		$20K Buy
2,425
+500
+26% +$5.63K ﹤0.01% 362
2025
Q4 		$25.4K Sell
1,925
-359
-16% -$5.51K ﹤0.01% 342
2025
Q3 		$36.9K Buy
2,284
+359
+19% +$5.45K 0.01% 249
2025
Q2 		$20.3K Hold
1,925
– – 0.01% 226
2025
Q1 		$11.6K Hold
1,925
– – ﹤0.01% 240
2024
Q4 		$15.7K Buy
+1,925
New +$12.8K ﹤0.01% 222

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 $3.37T AUM 44.26% 1-Year Est. Return
IC
Intel Corp Santa Clara, California $621M AUM 34.06% 1-Year Est. Return

Ritter Daniher Financial Advisory's JOBY Position: Q2 2026 in Review

Ritter Daniher Financial Advisory held its Joby Aviation (JOBY) position steady in Q2 2026 at 2,425 shares worth $21.6K. The position accounts for ﹤0.01% of the portfolio, ranked #356.

Ritter Daniher Financial Advisory first reported a position in JOBY in Q4 2024 and has held it in 7 quarters since. The position peaked at $36.9K in Q3 2025. 526 funds tracked by Wall St. Rank hold JOBY as of Q2 2026.

  • Ritter Daniher Financial Advisory held 2,425 shares of Joby Aviation worth $21.6K as of Q2 2026.
  • Ritter Daniher Financial Advisory left its Joby Aviation share count unchanged in Q2 2026.
  • Joby Aviation made up ﹤0.01% of Ritter Daniher Financial Advisory's portfolio in Q2 2026, its #356 holding.
  • Ritter Daniher Financial Advisory first reported a position in Joby Aviation in Q4 2024 and has held it in 7 quarters since.
  • Ritter Daniher Financial Advisory's Joby Aviation position peaked at $36.9K in Q3 2025.
  • 526 funds tracked by Wall St. Rank held Joby Aviation as of Q2 2026.

Based on Ritter Daniher Financial Advisory's 13F filing for Q2 2026, filed 14 Jul 2026.