Capstone Investment Advisors
ECHO

Capstone Investment Advisors’s EchoStar ECHO Stock Holding History

Capstone Investment 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
2025
Q4 		– Sell
-299,600
Closed -$22.9M – 1994
2025
Q3 		$22.9M Hold
299,600
– – 0.04% 186
2025
Q2 		$8.3M Hold
299,600
– – 0.02% 291
2025
Q1 		$7.66M Buy
299,600
+136,990
+84% +$3.73M 0.02% 359
2024
Q4 		$3.72M Sell
162,610
-140,000
-46% -$3.39M 0.01% 640
2024
Q3 		$7.51M Hold
302,610
– – 0.02% 360
2024
Q2 		$5.39M Hold
302,610
– – 0.02% 439
2024
Q1 		$4.31M Buy
+302,610
New +$4.22M 0.02% 494

Other funds holding ECHO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Capstone Investment Advisors's ECHO Position: Q1 2026 in Review

Capstone Investment Advisors sold out of EchoStar (ECHO) in Q1 2026, closing a stake of 150,000 shares — an estimated $16.3M sold.

Capstone Investment Advisors first reported a position in ECHO in Q3 2024 and held it in 3 quarters. The position peaked at $16.3M in Q4 2025. 663 funds tracked by Wall St. Rank hold ECHO as of Q1 2026.

  • Capstone Investment Advisors reported no remaining EchoStar position as of Q1 2026 after selling out during the quarter.
  • Capstone Investment Advisors sold 150,000 EchoStar shares in Q1 2026, an estimated $16.3M.
  • Capstone Investment Advisors first reported a position in EchoStar in Q3 2024 and held it in 3 quarters.
  • Capstone Investment Advisors's EchoStar position peaked at $16.3M in Q4 2025.
  • 663 funds tracked by Wall St. Rank held EchoStar as of Q1 2026.

Based on Capstone Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.