Caldwell Trust’s Archer Aviation ACHR Stock Holding History

Caldwell Trust’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 Q2	–	Sell	-2,500	Closed	-$12.9K	–	813
2026 Q1	$12.9K	Hold	2,500	–	–	﹤0.01%	637
2025 Q4	$18.8K	Buy	+2,500	New	+$23.5K	﹤0.01%	592

Other funds holding ACHR

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Vestor Capital Chicago, Illinois $1.59B AUM 51.04% 1-Year Est. Return

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

Norges Bank Oslo, Norway $1T AUM

NAMA

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

Caldwell Trust's ACHR Position: Q2 2026 in Review

Caldwell Trust sold out of Archer Aviation (ACHR) in Q2 2026, closing a stake of 2,500 shares — an estimated $12.9K sold.

Caldwell Trust first reported a position in ACHR in Q4 2025 and held it in 2 quarters. The position peaked at $18.8K in Q4 2025. 527 funds tracked by Wall St. Rank hold ACHR as of Q2 2026.

Caldwell Trust reported no remaining Archer Aviation position as of Q2 2026 after selling out during the quarter.
Caldwell Trust sold 2,500 Archer Aviation shares in Q2 2026, an estimated $12.9K.
Caldwell Trust first reported a position in Archer Aviation in Q4 2025 and held it in 2 quarters.
Caldwell Trust's Archer Aviation position peaked at $18.8K in Q4 2025.
527 funds tracked by Wall St. Rank held Archer Aviation as of Q2 2026.

Based on Caldwell Trust's 13F filing for Q2 2026, filed 3 Aug 2026.