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
Q2 		$828K Sell
175,030
-64,192
-27% -$373K ﹤0.01% 2800
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 $6.73T AUM 46.02% 1-Year Est. Return
State Street
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
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
VC
Vestor Capital Chicago, Illinois $1.59B AUM 51.04% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
NAMA
Nikko Asset Management Americas New York $7.75B AUM 33.73% 1-Year Est. Return

Creative Planning's ACHR Position: Q2 2026 in Review

Creative Planning reduced its Archer Aviation (ACHR) stake by 27% in Q2 2026, selling an estimated $373K and leaving 175,030 shares worth $828K. The position accounts for ﹤0.01% of the portfolio, ranked #2800.

Creative Planning first reported a position in ACHR in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.72M in Q4 2025. 526 funds tracked by Wall St. Rank hold ACHR as of Q2 2026.

  • Creative Planning held 175,030 shares of Archer Aviation worth $828K as of Q2 2026.
  • Creative Planning sold 64,192 Archer Aviation shares in Q2 2026, an estimated $373K.
  • Archer Aviation made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #2800 holding.
  • Creative Planning first reported a position in Archer Aviation in Q4 2023 and has held it in 11 quarters since.
  • Creative Planning's Archer Aviation position peaked at $1.72M in Q4 2025.
  • 526 funds tracked by Wall St. Rank held Archer Aviation as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.