AW
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Avion Wealth’s Archer Aviation ACHR Stock Holding History

Avion Wealth’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 		$1K Hold
200
– – ﹤0.01% 951
2025
Q4 		$1K Sell
200
-58
-22% -$546 ﹤0.01% 955
2025
Q3 		$2K Hold
258
– – ﹤0.01% 815
2025
Q2 		$2K Buy
258
+58
+29% +$543 ﹤0.01% 772
2025
Q1 		$1K Hold
200
– – ﹤0.01% 794
2024
Q4 		$1K Hold
200
– – ﹤0.01% 791
2024
Q3 		$0 Buy
200
+100
+100% +$382 ﹤0.01% 956
2024
Q2 		$0 Hold
100
– – ﹤0.01% 863
2024
Q1 		$1K Hold
100
– – ﹤0.01% 820
2023
Q4 		$1K Hold
100
– – ﹤0.01% 653
2023
Q3 		$0 Hold
100
– – ﹤0.01% 771
2023
Q2 		$0 Hold
100
– – ﹤0.01% 686
2023
Q1 		$0 Hold
100
– – ﹤0.01% 511
2022
Q4 		$0 Hold
100
– – ﹤0.01% 461
2022
Q3 		$0 Hold
100
– – ﹤0.01% 509
2022
Q2 		$0 Hold
100
– – ﹤0.01% 512
2022
Q1 		$0 Hold
100
– – ﹤0.01% 397
2021
Q4 		$1K Hold
100
– – ﹤0.01% 347
2021
Q3 		$1K Buy
+100
New +$907 ﹤0.01% 328

Other funds holding ACHR

BlackRock
BlackRock New York $5.7T 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 $761B AUM 31.28% 1-Year Est. Return