Herold Advisors’s Archer Aviation ACHR Stock Holding History

Herold 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 Q3	$77K	Hold	15,500	–	–	0.02%	263
2026 Q2	$73K	Hold	15,500	–	–	0.01%	270
2026 Q1	$80.1K	Buy	15,500 +200	+1%	+$1.43K	0.02%	259
2025 Q4	$115K	Hold	15,300	–	–	0.03%	246
2025 Q3	$147K	Buy	15,300 +300	+2%	+$2.97K	0.03%	243
2025 Q2	$163K	Hold	15,000	–	–	0.03%	298
2025 Q1	$107K	Hold	15,000	–	–	0.02%	278
2024 Q4	$146K	Sell	15,000 -11,800	-44%	-$65.6K	0.03%	267
2024 Q3	$81.2K	Buy	+26,800	New	+$102K	0.02%	269
2024 Q2	–	Sell	-64,954	Closed	-$300K	–	264
2024 Q1	$300K	Hold	64,954	–	–	0.07%	216
2023 Q4	$399K	Buy	64,954 +47,872	+280%	+$272K	0.11%	181
2023 Q3	$86.4K	Buy	+17,082	New	+$98K	0.03%	241
2021 Q4	–	Sell	-300	Closed	-$2K	–	207
2021 Q3	$2K	Buy	+300	New	+$2.72K	﹤0.01%	693

Other funds holding ACHR

Yarbrough Capital Franklin, Tennessee $3.58B AUM 26% 1-Year Est. Return

Green Alpha Advisors Niwot, Colorado $148M AUM 98.22% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return

Avondale Wealth Management West Lake Hills, Texas $227M AUM 19.33% 1-Year Est. Return

OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return

Sowell Financial Services North Little Rock, Arkansas $3.12B AUM 22.73% 1-Year Est. Return

Herold Advisors's ACHR Position: Q3 2026 in Review

Herold Advisors held its Archer Aviation (ACHR) position steady in Q3 2026 at 15,500 shares worth $77K. The position accounts for 0.02% of the portfolio, ranked #263.

Herold Advisors first reported a position in ACHR in Q3 2021 and has held it in 13 quarters since. The position peaked at $399K in Q4 2023. 108 funds tracked by Wall St. Rank hold ACHR as of Q3 2026.

Herold Advisors held 15,500 shares of Archer Aviation worth $77K as of Q3 2026.
Herold Advisors left its Archer Aviation share count unchanged in Q3 2026.
Archer Aviation made up 0.02% of Herold Advisors's portfolio in Q3 2026, its #263 holding.
Herold Advisors first reported a position in Archer Aviation in Q3 2021 and has held it in 13 quarters since.
Herold Advisors's Archer Aviation position peaked at $399K in Q4 2023.
108 funds tracked by Wall St. Rank held Archer Aviation as of Q3 2026.

Based on Herold Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.