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Spurstone Advisory Services’s Joby Aviation JOBY Stock Holding History

Spurstone Advisory Services’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 		$17.7K Buy
+2,000
New +$19.3K 0.24% 34
2026
Q1 		– Sell
-500
Closed -$6.6K – 91
2025
Q4 		$6.6K Buy
500
+250
+100% +$3.84K 0.1% 43
2025
Q3 		$4.04K Buy
+250
New +$3.8K 0.06% 62

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

Spurstone Advisory Services's JOBY Position: Q2 2026 in Review

Spurstone Advisory Services opened a new position in Joby Aviation (JOBY) in Q2 2026: 2,000 shares worth $17.7K. The stake represents 0.24% of the portfolio and ranks #34 among its holdings. This is a return to the name: Spurstone Advisory Services previously reported a position in JOBY as recently as Q4 2025.

Spurstone Advisory Services first reported a position in JOBY in Q3 2025 and has held it in 3 quarters since. 527 funds tracked by Wall St. Rank hold JOBY as of Q2 2026.

  • Spurstone Advisory Services held 2,000 shares of Joby Aviation worth $17.7K as of Q2 2026.
  • Joby Aviation was a new Spurstone Advisory Services position in Q2 2026.
  • Joby Aviation made up 0.24% of Spurstone Advisory Services's portfolio in Q2 2026, its #34 holding.
  • Spurstone Advisory Services first reported a position in Joby Aviation in Q3 2025 and has held it in 3 quarters since.
  • 527 funds tracked by Wall St. Rank held Joby Aviation as of Q2 2026.

Based on Spurstone Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.