Sunrise Financial Services’s Joby Aviation JOBY Stock Holding History

Sunrise Financial 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	–	Sell	-84	Closed	-$694	–	618
2026 Q1	$694	Buy	+84	New	+$946	﹤0.01%	536

Other funds holding JOBY

TMC

Toyota Motor Corp Japan $1.99B AUM 14.97% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

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 Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Intel Corp Santa Clara, California $621M AUM 34.06% 1-Year Est. Return

Sunrise Financial Services's JOBY Position: Q2 2026 in Review

Sunrise Financial Services sold out of Joby Aviation (JOBY) in Q2 2026, closing a stake of 84 shares — an estimated $694 sold.

Sunrise Financial Services first reported a position in JOBY in Q1 2026 and held it in 1 quarter. The position peaked at $694 in Q1 2026. 526 funds tracked by Wall St. Rank hold JOBY as of Q2 2026.

Sunrise Financial Services reported no remaining Joby Aviation position as of Q2 2026 after selling out during the quarter.
Sunrise Financial Services sold 84 Joby Aviation shares in Q2 2026, an estimated $694.
Sunrise Financial Services first reported a position in Joby Aviation in Q1 2026 and held it in 1 quarter.
Sunrise Financial Services's Joby Aviation position peaked at $694 in Q1 2026.
526 funds tracked by Wall St. Rank held Joby Aviation as of Q2 2026.

Based on Sunrise Financial Services's 13F filing for Q2 2026, filed 12 Aug 2026.