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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
Q2 		– Sell
-726
Closed -$6K – 1855
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 $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

Root Financial Partners's JOBY Position: Q2 2026 in Review

Root Financial Partners sold out of Joby Aviation (JOBY) in Q2 2026, closing a stake of 726 shares — an estimated $6K sold.

Root Financial Partners first reported a position in JOBY in Q3 2025 and held it in 3 quarters. The position peaked at $11.7K in Q3 2025. 527 funds tracked by Wall St. Rank hold JOBY as of Q2 2026.

  • Root Financial Partners reported no remaining Joby Aviation position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 726 Joby Aviation shares in Q2 2026, an estimated $6K.
  • Root Financial Partners first reported a position in Joby Aviation in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Joby Aviation position peaked at $11.7K in Q3 2025.
  • 527 funds tracked by Wall St. Rank held Joby Aviation as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.