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
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 $3.37T 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

CAPTRUST Financial Advisors's ECHO Position: Q1 2026 in Review

CAPTRUST Financial Advisors reduced its EchoStar (ECHO) stake by 37% in Q1 2026, selling an estimated $460K and leaving 6,760 shares worth $791K. The position accounts for ﹤0.01% of the portfolio, ranked #1728.

CAPTRUST Financial Advisors first reported a position in ECHO in Q4 2017 and has held it in 22 quarters since. The position peaked at $1.17M in Q4 2025. 663 funds tracked by Wall St. Rank hold ECHO as of Q1 2026.

  • CAPTRUST Financial Advisors held 6,760 shares of EchoStar worth $791K as of Q1 2026.
  • CAPTRUST Financial Advisors sold 4,005 EchoStar shares in Q1 2026, an estimated $460K.
  • EchoStar made up ﹤0.01% of CAPTRUST Financial Advisors's portfolio in Q1 2026, its #1728 holding.
  • CAPTRUST Financial Advisors first reported a position in EchoStar in Q4 2017 and has held it in 22 quarters since.
  • CAPTRUST Financial Advisors's EchoStar position peaked at $1.17M in Q4 2025.
  • 663 funds tracked by Wall St. Rank held EchoStar as of Q1 2026.

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