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Total Wealth Planning & Management’s Archer Aviation ACHR Stock Holding History

Total Wealth Planning & Management’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 		$224K Buy
47,332
+19,986
+73% +$116K 0.15% 197
2026
Q1 		$141K Buy
27,346
+1,827
+7% +$13K 0.1% 193
2025
Q4 		$192K Buy
+25,519
New +$240K 0.14% 199
2025
Q2 		$242K Sell
22,265
-955
-4% -$8.94K 0.2% 179
2025
Q1 		$165K Sell
23,220
-22,925
-50% -$203K 0.16% 179
2024
Q4 		$450K Buy
+46,145
New +$256K 0.41% 69

Other funds holding ACHR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Total Wealth Planning & Management's ACHR Position: Q2 2026 in Review

Total Wealth Planning & Management increased its Archer Aviation (ACHR) stake by 73% in Q2 2026, buying an estimated $116K and bringing the position to 47,332 shares worth $224K. The position accounts for 0.15% of the portfolio, ranked #197.

Total Wealth Planning & Management first reported a position in ACHR in Q4 2024 and has held it in 6 quarters since. The position peaked at $450K in Q4 2024. 527 funds tracked by Wall St. Rank hold ACHR as of Q2 2026.

  • Total Wealth Planning & Management held 47,332 shares of Archer Aviation worth $224K as of Q2 2026.
  • Total Wealth Planning & Management bought 19,986 Archer Aviation shares in Q2 2026, an estimated $116K.
  • Archer Aviation made up 0.15% of Total Wealth Planning & Management's portfolio in Q2 2026, its #197 holding.
  • Total Wealth Planning & Management first reported a position in Archer Aviation in Q4 2024 and has held it in 6 quarters since.
  • Total Wealth Planning & Management's Archer Aviation position peaked at $450K in Q4 2024.
  • 527 funds tracked by Wall St. Rank held Archer Aviation as of Q2 2026.

Based on Total Wealth Planning & Management's 13F filing for Q2 2026, filed 28 Jul 2026.