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Valley National Advisers’s Joby Aviation JOBY Stock Holding History

Valley National Advisers’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 		$9.54K Sell
1,070
-470
-31% -$4.54K ﹤0.01% 627
2026
Q1 		$12K Hold
1,540
– – ﹤0.01% 578
2025
Q4 		$20K Buy
1,540
+40
+3% +$614 ﹤0.01% 503
2025
Q3 		$24K Buy
1,500
+300
+25% +$4.56K ﹤0.01% 453
2025
Q2 		$12K Buy
1,200
+200
+20% +$1.45K ﹤0.01% 529
2025
Q1 		$6K Hold
1,000
– – ﹤0.01% 632
2024
Q4 		$8K Hold
1,000
– – ﹤0.01% 576
2024
Q3 		$5K Buy
+1,000
New +$5.44K ﹤0.01% 596

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

Valley National Advisers's JOBY Position: Q2 2026 in Review

Valley National Advisers reduced its Joby Aviation (JOBY) stake by 31% in Q2 2026, selling an estimated $4.54K and leaving 1,070 shares worth $9.54K. The position accounts for ﹤0.01% of the portfolio, ranked #627.

Valley National Advisers first reported a position in JOBY in Q3 2024 and has held it in 8 quarters since. The position peaked at $24K in Q3 2025. 526 funds tracked by Wall St. Rank hold JOBY as of Q2 2026.

  • Valley National Advisers held 1,070 shares of Joby Aviation worth $9.54K as of Q2 2026.
  • Valley National Advisers sold 470 Joby Aviation shares in Q2 2026, an estimated $4.54K.
  • Joby Aviation made up ﹤0.01% of Valley National Advisers's portfolio in Q2 2026, its #627 holding.
  • Valley National Advisers first reported a position in Joby Aviation in Q3 2024 and has held it in 8 quarters since.
  • Valley National Advisers's Joby Aviation position peaked at $24K in Q3 2025.
  • 526 funds tracked by Wall St. Rank held Joby Aviation as of Q2 2026.

Based on Valley National Advisers's 13F filing for Q2 2026, filed 29 Jul 2026.