Tradition Wealth Management’s Joby Aviation JOBY Stock Holding History

Tradition Wealth Management’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 Q3	$165K	Sell	27,336 -4,270	-14%	-$31K	0.01%	516
2026 Q2	$282K	Buy	31,606 +3,523	+13%	+$34K	0.02%	426
2026 Q1	$232K	Sell	28,083 -4,055	-13%	-$45.7K	0.02%	439
2025 Q4	$424K	Sell	32,138 -8,665	-21%	-$133K	0.03%	309
2025 Q3	$659K	Buy	+40,803	New	+$620K	0.05%	240
2024 Q1	–	Sell	-2,000	Closed	-$13K	–	811
2023 Q4	$13K	Hold	2,000	–	–	﹤0.01%	946
2023 Q3	$13K	Hold	2,000	–	–	﹤0.01%	951
2023 Q2	$21K	Hold	2,000	–	–	﹤0.01%	865
2023 Q1	$9K	Hold	2,000	–	–	﹤0.01%	1024
2022 Q4	$7K	Hold	2,000	–	–	﹤0.01%	978
2022 Q3	$9K	Hold	2,000	–	–	﹤0.01%	948
2022 Q2	$10K	Hold	2,000	–	–	﹤0.01%	822
2022 Q1	$13K	Hold	2,000	–	–	﹤0.01%	830
2021 Q4	$15K	Buy	+2,000	New	+$16.6K	﹤0.01%	799

Other funds holding JOBY

Toyota Motor Corp Japan $777M AUM 56.78% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $106B AUM 2.29% 1-Year Est. Return

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Delta Air Lines Atlanta, Georgia $253M AUM 59.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Tradition Wealth Management's JOBY Position: Q3 2026 in Review

Tradition Wealth Management reduced its Joby Aviation (JOBY) stake by 14% in Q3 2026, selling an estimated $31K and leaving 27,336 shares worth $165K. The position accounts for 0.01% of the portfolio, ranked #516.

Tradition Wealth Management first reported a position in JOBY in Q4 2021 and has held it in 14 quarters since. The position peaked at $659K in Q3 2025. 433 funds tracked by Wall St. Rank hold JOBY as of Q3 2026.

Tradition Wealth Management held 27,336 shares of Joby Aviation worth $165K as of Q3 2026.
Tradition Wealth Management sold 4,270 Joby Aviation shares in Q3 2026, an estimated $31K.
Joby Aviation made up 0.01% of Tradition Wealth Management's portfolio in Q3 2026, its #516 holding.
Tradition Wealth Management first reported a position in Joby Aviation in Q4 2021 and has held it in 14 quarters since.
Tradition Wealth Management's Joby Aviation position peaked at $659K in Q3 2025.
433 funds tracked by Wall St. Rank held Joby Aviation as of Q3 2026.

Based on Tradition Wealth Management's 13F filing for Q3 2026, filed 12 Nov 2026.