AssetMark Inc’s EchoStar ECHO Stock Holding History

AssetMark Inc’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 Q2	$12K	Sell	118 -12	-9%	-$1.47K	﹤0.01%	2384
2026 Q1	$15.2K	Buy	130 +30	+30%	+$3.44K	﹤0.01%	2154
2025 Q4	$10.9K	Buy	100 +64	+178%	+$5.21K	﹤0.01%	2189
2025 Q3	$2.75K	Buy	36 +27	+300%	+$1.22K	﹤0.01%	2542
2025 Q2	$249	Buy	+9	New	+$198	﹤0.01%	2853
2020 Q1	–	Sell	-356	Closed	-$15K	–	1515
2019 Q4	$15K	Buy	+356	New	+$14.3K	﹤0.01%	978
2018 Q2	–	Sell	-15	Closed	-$1K	–	1454
2018 Q1	$1K	Sell	15 -16,822	-100%	-$801K	﹤0.01%	1351
2017 Q4	$817K	Buy	16,837 +10,674	+173%	+$496K	0.01%	311
2017 Q3	$286K	Buy	6,163 +2,815	+84%	+$134K	﹤0.01%	426
2017 Q2	$165K	Buy	3,348 +1,629	+95%	+$77.6K	﹤0.01%	468
2017 Q1	$79K	Buy	1,719 +1,704	+11,360%	+$74.4K	﹤0.01%	550
2016 Q4	$1K	Buy	+15	New	+$596	﹤0.01%	1206

Other funds holding ECHO

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

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

Tema ETFs New York $3.09B AUM 72.72% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Attestor Capital Grand Cayman, Cayman Islands $350M AUM

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

ECM

Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

HAI

Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return

AssetMark Inc's ECHO Position: Q2 2026 in Review

AssetMark Inc reduced its EchoStar (ECHO) stake by 9.2% in Q2 2026, selling an estimated $1.47K and leaving 118 shares worth $12K. The position accounts for ﹤0.01% of the portfolio, ranked #2384.

AssetMark Inc first reported a position in ECHO in Q4 2016 and has held it in 12 quarters since. The position peaked at $817K in Q4 2017. 306 funds tracked by Wall St. Rank hold ECHO as of Q2 2026.

AssetMark Inc held 118 shares of EchoStar worth $12K as of Q2 2026.
AssetMark Inc sold 12 EchoStar shares in Q2 2026, an estimated $1.47K.
EchoStar made up ﹤0.01% of AssetMark Inc's portfolio in Q2 2026, its #2384 holding.
AssetMark Inc first reported a position in EchoStar in Q4 2016 and has held it in 12 quarters since.
AssetMark Inc's EchoStar position peaked at $817K in Q4 2017.
306 funds tracked by Wall St. Rank held EchoStar as of Q2 2026.

Based on AssetMark Inc's 13F filing for Q2 2026, filed 30 Jul 2026.