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BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.’s Joby Aviation JOBY Stock Holding History

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.’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 		$76.7K Buy
+12,680
New +$92.1K 0.02% 478
2026
Q2 		– Sell
-1,600
Closed -$13.2K – 2485
2026
Q1 		$13.2K Buy
1,600
+1,084
+210% +$12.2K ﹤0.01% 1467
2025
Q4 		$6.81K Buy
516
+316
+158% +$4.85K ﹤0.01% 1773
2025
Q3 		$3.23K Buy
+200
New +$3.04K ﹤0.01% 1956

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Vanguard Portfolio Management
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Vanguard Capital Management
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Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
State Street
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Delta Air Lines
Delta Air Lines Atlanta, Georgia $253M AUM 59.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.'s JOBY Position: Q3 2026 in Review

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. opened a new position in Joby Aviation (JOBY) in Q3 2026: 12,680 shares worth $76.7K. The stake represents 0.02% of the portfolio and ranks #478 among its holdings. This is a return to the name: BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. previously reported a position in JOBY as recently as Q1 2026.

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. first reported a position in JOBY in Q3 2025 and has held it in 4 quarters since. 433 funds tracked by Wall St. Rank hold JOBY as of Q3 2026.

  • BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. held 12,680 shares of Joby Aviation worth $76.7K as of Q3 2026.
  • Joby Aviation was a new BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. position in Q3 2026.
  • Joby Aviation made up 0.02% of BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.'s portfolio in Q3 2026, its #478 holding.
  • BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. first reported a position in Joby Aviation in Q3 2025 and has held it in 4 quarters since.
  • 433 funds tracked by Wall St. Rank held Joby Aviation as of Q3 2026.

Based on BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.'s 13F filing for Q3 2026, filed 13 Nov 2026.