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EP Wealth Advisors’s Archer Aviation ACHR Stock Holding History

EP Wealth Advisors’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 		$141K Buy
29,704
+3,801
+15% +$22.1K ﹤0.01% 1604
2026
Q1 		$134K Sell
25,903
-47,167
-65% -$337K ﹤0.01% 1438
2025
Q4 		$549K Buy
+73,070
New +$688K ﹤0.01% 837
2025
Q2 		$250K Buy
23,044
+3,282
+17% +$30.7K ﹤0.01% 1122
2025
Q1 		$141K Buy
19,762
+3,762
+24% +$33.4K ﹤0.01% 1200
2024
Q4 		$156K Buy
16,000
+1,000
+7% +$5.56K ﹤0.01% 1139
2024
Q3 		$45.5K Buy
15,000
+5,000
+50% +$19.1K ﹤0.01% 1164
2024
Q2 		$35.2K Hold
10,000
– – ﹤0.01% 841
2024
Q1 		$46.2K Hold
10,000
– – ﹤0.01% 819
2023
Q4 		$61.4K Hold
10,000
– – ﹤0.01% 800
2023
Q3 		$50.6K Sell
10,000
-44,044
-81% -$253K ﹤0.01% 738
2023
Q2 		$41.2K Buy
54,044
+44,044
+440% +$124K ﹤0.01% 677
2023
Q1 		$28.6K Hold
10,000
– – ﹤0.01% 613
2022
Q4 		$18.7K Buy
+10,000
New +$24.7K ﹤0.01% 616

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

EP Wealth Advisors's ACHR Position: Q2 2026 in Review

EP Wealth Advisors increased its Archer Aviation (ACHR) stake by 15% in Q2 2026, buying an estimated $22.1K and bringing the position to 29,704 shares worth $141K. The position accounts for ﹤0.01% of the portfolio, ranked #1604.

EP Wealth Advisors first reported a position in ACHR in Q4 2022 and has held it in 14 quarters since. The position peaked at $549K in Q4 2025. 523 funds tracked by Wall St. Rank hold ACHR as of Q2 2026.

  • EP Wealth Advisors held 29,704 shares of Archer Aviation worth $141K as of Q2 2026.
  • EP Wealth Advisors bought 3,801 Archer Aviation shares in Q2 2026, an estimated $22.1K.
  • Archer Aviation made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #1604 holding.
  • EP Wealth Advisors first reported a position in Archer Aviation in Q4 2022 and has held it in 14 quarters since.
  • EP Wealth Advisors's Archer Aviation position peaked at $549K in Q4 2025.
  • 523 funds tracked by Wall St. Rank held Archer Aviation as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.