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Arete Wealth Advisors’s Archer Aviation ACHR Stock Holding History

Arete Wealth Advisors’s Portfolio ACHR Stock Details ACHR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$222K Sell
42,870
-34,035
-44% -$243K 0.02% 315
2025
Q4 		$578K Buy
76,905
+473
+0.6% +$4.45K 0.04% 396
2025
Q3 		$732K Buy
76,432
+31,993
+72% +$317K 0.05% 348
2025
Q2 		$482K Sell
44,439
-46,672
-51% -$437K 0.03% 420
2025
Q1 		$648K Buy
91,111
+40,875
+81% +$363K 0.05% 325
2024
Q4 		$494K Sell
50,236
-27,461
-35% -$153K 0.04% 413
2024
Q3 		$233K Sell
77,697
-1,507
-2% -$5.76K 0.02% 602
2024
Q2 		$272K Buy
79,204
+1,136
+1% +$4.22K 0.02% 556
2024
Q1 		$361K Buy
78,068
+1,160
+2% +$5.82K 0.03% 325
2023
Q4 		$472K Buy
76,908
+22,366
+41% +$127K 0.04% 415
2023
Q3 		$276K Buy
54,542
+43,438
+391% +$249K 0.05% 360
2023
Q2 		$46K Sell
11,104
-4,416
-28% -$12.5K ﹤0.01% 648
2023
Q1 		$44K Buy
15,520
+5,274
+51% +$14.2K ﹤0.01% 625
2022
Q4 		$19.2M Buy
+10,246
New +$25.3K ﹤0.01% 615

Other funds holding ACHR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Arete Wealth Advisors's ACHR Position: Q1 2026 in Review

Arete Wealth Advisors reduced its Archer Aviation (ACHR) stake by 44% in Q1 2026, selling an estimated $243K and leaving 42,870 shares worth $222K. The position accounts for 0.02% of the portfolio, ranked #315.

Arete Wealth Advisors first reported a position in ACHR in Q4 2022 and has held it in 14 quarters since. The position peaked at $19.2M in Q4 2022. 525 funds tracked by Wall St. Rank hold ACHR as of Q1 2026.

  • Arete Wealth Advisors held 42,870 shares of Archer Aviation worth $222K as of Q1 2026.
  • Arete Wealth Advisors sold 34,035 Archer Aviation shares in Q1 2026, an estimated $243K.
  • Archer Aviation made up 0.02% of Arete Wealth Advisors's portfolio in Q1 2026, its #315 holding.
  • Arete Wealth Advisors first reported a position in Archer Aviation in Q4 2022 and has held it in 14 quarters since.
  • Arete Wealth Advisors's Archer Aviation position peaked at $19.2M in Q4 2022.
  • 525 funds tracked by Wall St. Rank held Archer Aviation as of Q1 2026.

Based on Arete Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.