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Rothschild Investment LLC’s Joby Aviation JOBY Stock Holding History

Rothschild Investment LLC’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 		$22.1K Sell
2,479
-5,165
-68% -$49.9K ﹤0.01% 1520
2026
Q1 		$63.1K Buy
7,644
+1,239
+19% +$14K ﹤0.01% 1055
2025
Q4 		$84.5K Sell
6,405
-2,750
-30% -$42.2K ﹤0.01% 860
2025
Q3 		$148K Buy
9,155
+7,835
+594% +$119K 0.01% 700
2025
Q2 		$13.9K Buy
1,320
+215
+19% +$1.56K ﹤0.01% 1124
2025
Q1 		$6.65K Buy
1,105
+210
+23% +$1.57K ﹤0.01% 1308
2024
Q4 		$7.28K Buy
895
+20
+2% +$133 ﹤0.01% 1227
2024
Q3 		$4.4K Buy
875
+300
+52% +$1.63K ﹤0.01% 1344
2024
Q2 		$2.93K Buy
575
+100
+21% +$498 ﹤0.01% 1290
2024
Q1 		$2.55K Buy
475
+25
+6% +$142 ﹤0.01% 1189
2023
Q4 		$2.99K Buy
+450
New +$2.77K ﹤0.01% 1122

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

Rothschild Investment LLC's JOBY Position: Q2 2026 in Review

Rothschild Investment LLC reduced its Joby Aviation (JOBY) stake by 68% in Q2 2026, selling an estimated $49.9K and leaving 2,479 shares worth $22.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1520.

Rothschild Investment LLC first reported a position in JOBY in Q4 2023 and has held it in 11 quarters since. The position peaked at $148K in Q3 2025. 526 funds tracked by Wall St. Rank hold JOBY as of Q2 2026.

  • Rothschild Investment LLC held 2,479 shares of Joby Aviation worth $22.1K as of Q2 2026.
  • Rothschild Investment LLC sold 5,165 Joby Aviation shares in Q2 2026, an estimated $49.9K.
  • Joby Aviation made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #1520 holding.
  • Rothschild Investment LLC first reported a position in Joby Aviation in Q4 2023 and has held it in 11 quarters since.
  • Rothschild Investment LLC's Joby Aviation position peaked at $148K in Q3 2025.
  • 526 funds tracked by Wall St. Rank held Joby Aviation as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.