CAPTRUST Financial Advisors
ECHO

CAPTRUST Financial Advisors’s EchoStar ECHO Stock Holding History

CAPTRUST Financial 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
Q2 		$785K Buy
7,732
+972
+14% +$119K ﹤0.01% 1873
2026
Q1 		$791K Sell
6,760
-4,005
-37% -$460K ﹤0.01% 1728
2025
Q4 		$1.17M Sell
10,765
-736
-6% -$59.9K ﹤0.01% 1402
2025
Q3 		$878K Sell
11,501
-3,338
-22% -$151K ﹤0.01% 1505
2025
Q2 		$411K Buy
14,839
+978
+7% +$21.5K ﹤0.01% 1854
2025
Q1 		$355K Sell
13,861
-7,874
-36% -$214K ﹤0.01% 1850
2024
Q4 		$498K Buy
21,735
+146
+0.7% +$3.54K ﹤0.01% 1604
2024
Q3 		$536K Buy
21,589
+772
+4% +$15.8K ﹤0.01% 1533
2024
Q2 		$371K Sell
20,817
-43
-0.2% -$713 ﹤0.01% 1678
2024
Q1 		$297K Buy
+20,860
New +$291K ﹤0.01% 1780
2022
Q3 		– Sell
-1,128
Closed -$22K – 3674
2022
Q2 		$22K Buy
1,128
+314
+39% +$7.09K ﹤0.01% 3321
2022
Q1 		$20K Sell
814
-46
-5% -$1.13K ﹤0.01% 3394
2021
Q4 		$23K Buy
860
+467
+119% +$12.3K ﹤0.01% 3208
2021
Q3 		$10K Sell
393
-197
-33% -$4.86K ﹤0.01% 3618
2021
Q2 		$14K Buy
590
+344
+140% +$8.83K ﹤0.01% 3352
2021
Q1 		$6K Buy
246
+238
+2,975% +$5.69K ﹤0.01% 3668
2020
Q4 		$0 Hold
8
– – ﹤0.01% 3497
2020
Q3 		$0 Hold
8
– – ﹤0.01% 3205
2020
Q2 		$0 Buy
+8
New +$243 ﹤0.01% 2889
2018
Q4 		– Sell
-179
Closed -$7K – 1660
2018
Q3 		$7K Hold
179
– – ﹤0.01% 1305
2018
Q2 		$6K Hold
179
– – ﹤0.01% 1302
2018
Q1 		$8K Sell
179
-25
-12% -$1.19K ﹤0.01% 1087
2017
Q4 		$10K Buy
+204
New +$9.47K ﹤0.01% 994

Other funds holding ECHO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
DCP
Darsana Capital Partners New York $22.3B AUM 42.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
ACM
Arini Captial Management London, United Kingdom $975M AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
PCM
Pentwater Capital Management Naples, Florida $16.4B AUM 55.44% 1-Year Est. Return

CAPTRUST Financial Advisors's ECHO Position: Q2 2026 in Review

CAPTRUST Financial Advisors increased its EchoStar (ECHO) stake by 14% in Q2 2026, buying an estimated $119K and bringing the position to 7,732 shares worth $785K. The position accounts for ﹤0.01% of the portfolio, ranked #1873.

CAPTRUST Financial Advisors first reported a position in ECHO in Q4 2017 and has held it in 23 quarters since. The position peaked at $1.17M in Q4 2025. 703 funds tracked by Wall St. Rank hold ECHO as of Q2 2026.

  • CAPTRUST Financial Advisors held 7,732 shares of EchoStar worth $785K as of Q2 2026.
  • CAPTRUST Financial Advisors bought 972 EchoStar shares in Q2 2026, an estimated $119K.
  • EchoStar made up ﹤0.01% of CAPTRUST Financial Advisors's portfolio in Q2 2026, its #1873 holding.
  • CAPTRUST Financial Advisors first reported a position in EchoStar in Q4 2017 and has held it in 23 quarters since.
  • CAPTRUST Financial Advisors's EchoStar position peaked at $1.17M in Q4 2025.
  • 703 funds tracked by Wall St. Rank held EchoStar as of Q2 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.