Archford Capital Strategies’s EchoStar ECHO Stock Holding History

Archford Capital Strategies’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
2025 Q4	–	Sell	-5,065	Closed	-$387K	–	350
2025 Q3	$387K	Buy	+5,065	New	+$229K	0.05%	248
2019 Q1	–	Sell	-72	Closed	-$2K	–	537
2018 Q4	$2K	Hold	72	–	–	﹤0.01%	473
2018 Q3	$3K	Hold	72	–	–	﹤0.01%	478
2018 Q2	$3K	Hold	72	–	–	﹤0.01%	551
2018 Q1	$3K	Buy	+72	New	+$3.43K	﹤0.01%	484
2017 Q2	–	Sell	-72	Closed	-$3K	–	539
2017 Q1	$3K	Hold	72	–	–	﹤0.01%	558
2016 Q4	$2K	Hold	72	–	–	﹤0.01%	533
2016 Q3	$2K	Sell	72 -71	-50%	-$2.25K	﹤0.01%	543
2016 Q2	$4K	Buy	+143	New	+$4.68K	﹤0.01%	524
2016 Q1	–	Sell	-143	Closed	-$6K	–	512
2015 Q4	$6K	Hold	143	–	–	﹤0.01%	537
2015 Q3	$4K	Buy	143 +71	+99%	+$2.62K	﹤0.01%	482
2015 Q2	$3K	Hold	72	–	–	﹤0.01%	447
2015 Q1	$3K	Hold	72	–	–	﹤0.01%	449
2014 Q4	$3K	Hold	72	–	–	﹤0.01%	464
2014 Q3	$3K	Hold	72	–	–	﹤0.01%	456
2014 Q2	$3.07K	Buy	+72	New	+$2.87K	﹤0.01%	584

Other funds holding ECHO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

DCP

Darsana Capital Partners New York $4.7B AUM 50.56% 1-Year Est. Return

Linonia Partnership New York $5.38B AUM 20.54% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

SHCM

Sachem Head Capital Management New York $4.15B AUM 48.05% 1-Year Est. Return

DCP

Diameter Capital Partners New York $1.07B AUM 152.29% 1-Year Est. Return

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

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

Archford Capital Strategies's ECHO Position: Q4 2025 in Review

Archford Capital Strategies sold out of EchoStar (ECHO) in Q4 2025, closing a stake of 5,065 shares — an estimated $387K sold.

Archford Capital Strategies first reported a position in ECHO in Q2 2014 and held it in 16 quarters. The position peaked at $387K in Q3 2025. 551 funds tracked by Wall St. Rank hold ECHO as of Q4 2025.

Archford Capital Strategies reported no remaining EchoStar position as of Q4 2025 after selling out during the quarter.
Archford Capital Strategies sold 5,065 EchoStar shares in Q4 2025, an estimated $387K.
Archford Capital Strategies first reported a position in EchoStar in Q2 2014 and held it in 16 quarters.
Archford Capital Strategies's EchoStar position peaked at $387K in Q3 2025.
551 funds tracked by Wall St. Rank held EchoStar as of Q4 2025.

Based on Archford Capital Strategies's 13F filing for Q4 2025, filed 15 Jan 2026.