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Root Financial Partners’s Archer Aviation ACHR Stock Holding History

Root Financial Partners’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 		– Sell
-1,536
Closed -$7.94K – 431
2026
Q1 		$7.94K Hold
1,536
– – ﹤0.01% 1767
2025
Q4 		$11.6K Buy
1,536
+502
+49% +$4.72K ﹤0.01% 1438
2025
Q3 		$9.91K Buy
+1,034
New +$10.2K ﹤0.01% 1450

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

Root Financial Partners's ACHR Position: Q2 2026 in Review

Root Financial Partners sold out of Archer Aviation (ACHR) in Q2 2026, closing a stake of 1,536 shares — an estimated $7.94K sold.

Root Financial Partners first reported a position in ACHR in Q3 2025 and held it in 3 quarters. The position peaked at $11.6K in Q4 2025. 526 funds tracked by Wall St. Rank hold ACHR as of Q2 2026.

  • Root Financial Partners reported no remaining Archer Aviation position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 1,536 Archer Aviation shares in Q2 2026, an estimated $7.94K.
  • Root Financial Partners first reported a position in Archer Aviation in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Archer Aviation position peaked at $11.6K in Q4 2025.
  • 526 funds tracked by Wall St. Rank held Archer Aviation as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.