Integrated Wealth Concepts’s Archer Aviation ACHR Stock Holding History

Integrated Wealth Concepts’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	$202K	Buy	39,035 +8,474	+28%	+$60.5K	﹤0.01%	2110
2025 Q4	$230K	Sell	30,561 -1,630	-5%	-$15.3K	﹤0.01%	1450
2025 Q3	$308K	Buy	32,191 +12,848	+66%	+$127K	﹤0.01%	1612
2025 Q2	$210K	Buy	19,343 +5,573	+40%	+$52.2K	﹤0.01%	1749
2025 Q1	$97.9K	Buy	13,770 +1,373	+11%	+$12.2K	﹤0.01%	1675
2024 Q4	$121K	Buy	+12,397	New	+$68.9K	﹤0.01%	1646

Other funds holding ACHR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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 Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Integrated Wealth Concepts's ACHR Position: Q1 2026 in Review

Integrated Wealth Concepts increased its Archer Aviation (ACHR) stake by 28% in Q1 2026, buying an estimated $60.5K and bringing the position to 39,035 shares worth $202K. The position accounts for ﹤0.01% of the portfolio, ranked #2110.

Integrated Wealth Concepts first reported a position in ACHR in Q4 2024 and has held it in 6 quarters since. The position peaked at $308K in Q3 2025. 525 funds tracked by Wall St. Rank hold ACHR as of Q1 2026.

Integrated Wealth Concepts held 39,035 shares of Archer Aviation worth $202K as of Q1 2026.
Integrated Wealth Concepts bought 8,474 Archer Aviation shares in Q1 2026, an estimated $60.5K.
Archer Aviation made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q1 2026, its #2110 holding.
Integrated Wealth Concepts first reported a position in Archer Aviation in Q4 2024 and has held it in 6 quarters since.
Integrated Wealth Concepts's Archer Aviation position peaked at $308K in Q3 2025.
525 funds tracked by Wall St. Rank held Archer Aviation as of Q1 2026.

Based on Integrated Wealth Concepts's 13F filing for Q1 2026, filed 15 May 2026.