Asset Planning Inc’s Archer Aviation ACHR Stock Holding History

Asset Planning Inc’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	–	Sell	-500	Closed	-$3.76K	–	300
2025 Q4	$3.76K	Buy	+500	New	+$4.71K	﹤0.01%	265

Other funds holding ACHR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

AIM

ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

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

NAMA

Nikko Asset Management Americas New York $7.75B AUM 33.73% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Asset Planning Inc's ACHR Position: Q1 2026 in Review

Asset Planning Inc sold out of Archer Aviation (ACHR) in Q1 2026, closing a stake of 500 shares — an estimated $3.76K sold.

Asset Planning Inc first reported a position in ACHR in Q4 2025 and held it in 1 quarter. The position peaked at $3.76K in Q4 2025. 528 funds tracked by Wall St. Rank hold ACHR as of Q1 2026.

Asset Planning Inc reported no remaining Archer Aviation position as of Q1 2026 after selling out during the quarter.
Asset Planning Inc sold 500 Archer Aviation shares in Q1 2026, an estimated $3.76K.
Asset Planning Inc first reported a position in Archer Aviation in Q4 2025 and held it in 1 quarter.
Asset Planning Inc's Archer Aviation position peaked at $3.76K in Q4 2025.
528 funds tracked by Wall St. Rank held Archer Aviation as of Q1 2026.

Based on Asset Planning Inc's 13F filing for Q1 2026, filed 23 Apr 2026.