AF
ECHO

Allworth Financial’s EchoStar ECHO Stock Holding History

Allworth Financial’s Portfolio ECHO Stock Details ECHO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$127K Buy
1,088
+612
+129% +$70.2K ﹤0.01% 1678
2025
Q4 		$51.7K Sell
476
-64
-12% -$5.21K ﹤0.01% 2166
2025
Q3 		$41.2K Buy
540
+35
+7% +$1.58K ﹤0.01% 2232
2025
Q2 		$14K Sell
505
-27
-5% -$593 ﹤0.01% 2735
2025
Q1 		$12K Buy
532
+23
+5% +$625 ﹤0.01% 2349
2024
Q4 		$14K Sell
509
-45
-8% -$1.09K ﹤0.01% 2305
2024
Q3 		$13.8K Sell
554
-56
-9% -$1.15K ﹤0.01% 2118
2024
Q2 		$11.8K Buy
610
+54
+10% +$895 ﹤0.01% 2161
2024
Q1 		$7.92K Buy
556
+536
+2,680% +$7.47K ﹤0.01% 2206
2023
Q4 		$332 Sell
20
-749
-97% -$9.65K ﹤0.01% 3219
2023
Q3 		$12.9K Hold
769
– – ﹤0.01% 1747
2023
Q2 		$13.3K Buy
769
+19
+3% +$320 ﹤0.01% 1762
2023
Q1 		$13.7K Hold
750
– – ﹤0.01% 1664
2022
Q4 		$12.5K Sell
750
-25
-3% -$433 ﹤0.01% 1617
2022
Q3 		$13K Buy
+775
New +$14.5K ﹤0.01% 1503

Other funds holding ECHO

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
DCP
Darsana Capital Partners New York $4.7B AUM 50.56% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
ACM
Arini Captial Management London, United Kingdom $634M AUM

Allworth Financial's ECHO Position: Q1 2026 in Review

Allworth Financial increased its EchoStar (ECHO) stake by 129% in Q1 2026, buying an estimated $70.2K and bringing the position to 1,088 shares worth $127K. The position accounts for ﹤0.01% of the portfolio, ranked #1678.

Allworth Financial first reported a position in ECHO in Q3 2022 and has held it in 15 quarters since. 663 funds tracked by Wall St. Rank hold ECHO as of Q1 2026.

  • Allworth Financial held 1,088 shares of EchoStar worth $127K as of Q1 2026.
  • Allworth Financial bought 612 EchoStar shares in Q1 2026, an estimated $70.2K.
  • EchoStar made up ﹤0.01% of Allworth Financial's portfolio in Q1 2026, its #1678 holding.
  • Allworth Financial first reported a position in EchoStar in Q3 2022 and has held it in 15 quarters since.
  • 663 funds tracked by Wall St. Rank held EchoStar as of Q1 2026.

Based on Allworth Financial's 13F filing for Q1 2026, filed 15 May 2026.