BOA
ECHO

Birnam Oak Advisors’s EchoStar ECHO Stock Holding History

Birnam Oak Advisors’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 		$17.1M Buy
145,935
+8,000
+6% +$918K 3.88% 11
2025
Q4 		$15M Sell
137,935
-55,000
-29% -$4.48M 3.36% 12
2025
Q3 		$14.7M Buy
+192,935
New +$8.74M 3.38% 12

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

Birnam Oak Advisors's ECHO Position: Q1 2026 in Review

Birnam Oak Advisors increased its EchoStar (ECHO) stake by 5.8% in Q1 2026, buying an estimated $918K and bringing the position to 145,935 shares worth $17.1M. The position accounts for 3.88% of the portfolio, ranked #11.

Birnam Oak Advisors first reported a position in ECHO in Q3 2025 and has held it in 3 quarters since. 663 funds tracked by Wall St. Rank hold ECHO as of Q1 2026.

  • Birnam Oak Advisors held 145,935 shares of EchoStar worth $17.1M as of Q1 2026.
  • Birnam Oak Advisors bought 8,000 EchoStar shares in Q1 2026, an estimated $918K.
  • EchoStar made up 3.88% of Birnam Oak Advisors's portfolio in Q1 2026, its #11 holding.
  • Birnam Oak Advisors first reported a position in EchoStar in Q3 2025 and has held it in 3 quarters since.
  • 663 funds tracked by Wall St. Rank held EchoStar as of Q1 2026.

Based on Birnam Oak Advisors's 13F filing for Q1 2026, filed 12 May 2026.