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Root Financial Partners’s Joby Aviation JOBY Stock Holding History

Root Financial Partners’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 		$6K Hold
726
– – ﹤0.01% 1883
2025
Q4 		$9.58K Hold
726
– – ﹤0.01% 1510
2025
Q3 		$11.7K Buy
+726
New +$11K ﹤0.01% 1388

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

Root Financial Partners's JOBY Position: Q1 2026 in Review

Root Financial Partners held its Joby Aviation (JOBY) position steady in Q1 2026 at 726 shares worth $6K. The position accounts for ﹤0.01% of the portfolio, ranked #1883.

Root Financial Partners first reported a position in JOBY in Q3 2025 and has held it in 3 quarters since. The position peaked at $11.7K in Q3 2025. 522 funds tracked by Wall St. Rank hold JOBY as of Q1 2026.

  • Root Financial Partners held 726 shares of Joby Aviation worth $6K as of Q1 2026.
  • Root Financial Partners left its Joby Aviation share count unchanged in Q1 2026.
  • Joby Aviation made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #1883 holding.
  • Root Financial Partners first reported a position in Joby Aviation in Q3 2025 and has held it in 3 quarters since.
  • Root Financial Partners's Joby Aviation position peaked at $11.7K in Q3 2025.
  • 522 funds tracked by Wall St. Rank held Joby Aviation as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.