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Optimize Financial’s Archer Aviation ACHR Stock Holding History

Optimize Financial’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
2025
Q3 		– Sell
-28,223
Closed -$306K – 325
2025
Q2 		$306K Sell
28,223
-202
-0.7% -$1.89K 0.19% 158
2025
Q1 		$202K Sell
28,425
-37,645
-57% -$334K 0.15% 198
2024
Q4 		$644K Buy
+66,070
New +$367K 0.48% 54

Other funds holding ACHR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return

Optimize Financial's ACHR Position: Q3 2025 in Review

Optimize Financial sold out of Archer Aviation (ACHR) in Q3 2025, closing a stake of 28,223 shares — an estimated $306K sold.

Optimize Financial first reported a position in ACHR in Q4 2024 and held it in 3 quarters. The position peaked at $644K in Q4 2024. 489 funds tracked by Wall St. Rank hold ACHR as of Q3 2025.

  • Optimize Financial reported no remaining Archer Aviation position as of Q3 2025 after selling out during the quarter.
  • Optimize Financial sold 28,223 Archer Aviation shares in Q3 2025, an estimated $306K.
  • Optimize Financial first reported a position in Archer Aviation in Q4 2024 and held it in 3 quarters.
  • Optimize Financial's Archer Aviation position peaked at $644K in Q4 2024.
  • 489 funds tracked by Wall St. Rank held Archer Aviation as of Q3 2025.

Based on Optimize Financial's 13F filing for Q3 2025, filed 5 Nov 2025.