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Steward Partners Investment Advisory’s Joby Aviation JOBY Stock Holding History

Steward Partners Investment 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 		$147K Sell
16,445
-834
-5% -$8.06K ﹤0.01% 2395
2026
Q1 		$143K Sell
17,279
-1,430
-8% -$16.1K ﹤0.01% 2181
2025
Q4 		$247K Sell
18,709
-366,177
-95% -$5.62M ﹤0.01% 1819
2025
Q3 		$6.21M Buy
384,886
+365,708
+1,907% +$5.55M 0.04% 417
2025
Q2 		$202K Buy
19,178
+8,424
+78% +$61K ﹤0.01% 1758
2025
Q1 		$64.7K Buy
10,754
+600
+6% +$4.49K ﹤0.01% 2247
2024
Q4 		$82.6K Buy
10,154
+8,427
+488% +$55.9K ﹤0.01% 2078
2024
Q3 		$8.69K Buy
1,727
+1,000
+138% +$5.44K ﹤0.01% 3000
2024
Q2 		$3.71K Hold
727
– – ﹤0.01% 3134
2024
Q1 		$3.9K Hold
727
– – ﹤0.01% 3116
2023
Q4 		$4.83K Buy
+727
New +$4.48K ﹤0.01% 2970

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

Steward Partners Investment Advisory's JOBY Position: Q2 2026 in Review

Steward Partners Investment Advisory reduced its Joby Aviation (JOBY) stake by 4.8% in Q2 2026, selling an estimated $8.06K and leaving 16,445 shares worth $147K. The position accounts for ﹤0.01% of the portfolio, ranked #2395.

Steward Partners Investment Advisory first reported a position in JOBY in Q4 2023 and has held it in 11 quarters since. The position peaked at $6.21M in Q3 2025. 526 funds tracked by Wall St. Rank hold JOBY as of Q2 2026.

  • Steward Partners Investment Advisory held 16,445 shares of Joby Aviation worth $147K as of Q2 2026.
  • Steward Partners Investment Advisory sold 834 Joby Aviation shares in Q2 2026, an estimated $8.06K.
  • Joby Aviation made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #2395 holding.
  • Steward Partners Investment Advisory first reported a position in Joby Aviation in Q4 2023 and has held it in 11 quarters since.
  • Steward Partners Investment Advisory's Joby Aviation position peaked at $6.21M in Q3 2025.
  • 526 funds tracked by Wall St. Rank held Joby Aviation as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.