Creative Planning
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Creative Planning’s Archer Aviation ACHR Stock Holding History

Creative Planning’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 		$1.24M Buy
239,222
+10,431
+5% +$74.4K ﹤0.01% 2283
2025
Q4 		$1.72M Buy
228,791
+63,422
+38% +$597K ﹤0.01% 1840
2025
Q3 		$1.58M Buy
165,369
+85,583
+107% +$847K ﹤0.01% 1732
2025
Q2 		$866K Buy
79,786
+1,651
+2% +$15.5K ﹤0.01% 1983
2025
Q1 		$556K Buy
78,135
+23,916
+44% +$212K ﹤0.01% 2190
2024
Q4 		$529K Buy
54,219
+25,368
+88% +$141K ﹤0.01% 2168
2024
Q3 		$87.4K Buy
28,851
+12,278
+74% +$46.9K ﹤0.01% 3039
2024
Q2 		$58.3K Buy
16,573
+819
+5% +$3.04K ﹤0.01% 2913
2024
Q1 		$72.8K Buy
15,754
+5,635
+56% +$28.3K ﹤0.01% 2752
2023
Q4 		$62.1K Buy
+10,119
New +$57.5K ﹤0.01% 2627

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

Creative Planning's ACHR Position: Q1 2026 in Review

Creative Planning increased its Archer Aviation (ACHR) stake by 4.6% in Q1 2026, buying an estimated $74.4K and bringing the position to 239,222 shares worth $1.24M. The position accounts for ﹤0.01% of the portfolio, ranked #2283.

Creative Planning first reported a position in ACHR in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.72M in Q4 2025. 525 funds tracked by Wall St. Rank hold ACHR as of Q1 2026.

  • Creative Planning held 239,222 shares of Archer Aviation worth $1.24M as of Q1 2026.
  • Creative Planning bought 10,431 Archer Aviation shares in Q1 2026, an estimated $74.4K.
  • Archer Aviation made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #2283 holding.
  • Creative Planning first reported a position in Archer Aviation in Q4 2023 and has held it in 10 quarters since.
  • Creative Planning's Archer Aviation position peaked at $1.72M in Q4 2025.
  • 525 funds tracked by Wall St. Rank held Archer Aviation as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.