Bartlett & Co Wealth Management’s EchoStar ECHO Stock Holding History

Bartlett & Co Wealth Management’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	$1.22K	Buy	12 +8	+200%	+$978	﹤0.01%	1201
2026 Q1	$481	Buy	+4	New	+$459	﹤0.01%	1174
2025 Q2	–	Sell	-35	Closed	-$895	–	1316
2025 Q1	$895	Hold	35	–	–	﹤0.01%	1124
2024 Q4	$802	Hold	35	–	–	﹤0.01%	1083
2024 Q3	$869	Hold	35	–	–	﹤0.01%	1081
2024 Q2	$623	Hold	35	–	–	﹤0.01%	1097
2024 Q1	$499	Buy	+35	New	+$488	﹤0.01%	1083

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

Bartlett & Co Wealth Management's ECHO Position: Q2 2026 in Review

Bartlett & Co Wealth Management increased its EchoStar (ECHO) stake by 200% in Q2 2026, buying an estimated $978 and bringing the position to 12 shares worth $1.22K. The position accounts for ﹤0.01% of the portfolio, ranked #1201.

Bartlett & Co Wealth Management first reported a position in ECHO in Q1 2024 and has held it in 7 quarters since. 310 funds tracked by Wall St. Rank hold ECHO as of Q2 2026.

Bartlett & Co Wealth Management held 12 shares of EchoStar worth $1.22K as of Q2 2026.
Bartlett & Co Wealth Management bought 8 EchoStar shares in Q2 2026, an estimated $978.
EchoStar made up ﹤0.01% of Bartlett & Co Wealth Management's portfolio in Q2 2026, its #1201 holding.
Bartlett & Co Wealth Management first reported a position in EchoStar in Q1 2024 and has held it in 7 quarters since.
310 funds tracked by Wall St. Rank held EchoStar as of Q2 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.