Cerity Partners
ECHO

Cerity Partners’s EchoStar ECHO Stock Holding History

Cerity Partners’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 		$2.38M Buy
20,355
+3,406
+20% +$391K ﹤0.01% 1388
2025
Q4 		$1.84M Buy
16,949
+5,974
+54% +$486K ﹤0.01% 1407
2025
Q3 		$838K Buy
10,975
+1,148
+12% +$52K ﹤0.01% 1685
2025
Q2 		$272K Sell
9,827
-3,196
-25% -$70.2K ﹤0.01% 2204
2025
Q1 		$333K Sell
13,023
-495
-4% -$13.5K ﹤0.01% 1970
2024
Q4 		$323K Buy
13,518
+2,642
+24% +$64K ﹤0.01% 2000
2024
Q3 		$270K Buy
+10,876
New +$222K ﹤0.01% 2130

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

Cerity Partners's ECHO Position: Q1 2026 in Review

Cerity Partners increased its EchoStar (ECHO) stake by 20% in Q1 2026, buying an estimated $391K and bringing the position to 20,355 shares worth $2.38M. The position accounts for ﹤0.01% of the portfolio, ranked #1388.

Cerity Partners first reported a position in ECHO in Q3 2024 and has held it in 7 quarters since. 663 funds tracked by Wall St. Rank hold ECHO as of Q1 2026.

  • Cerity Partners held 20,355 shares of EchoStar worth $2.38M as of Q1 2026.
  • Cerity Partners bought 3,406 EchoStar shares in Q1 2026, an estimated $391K.
  • EchoStar made up ﹤0.01% of Cerity Partners's portfolio in Q1 2026, its #1388 holding.
  • Cerity Partners first reported a position in EchoStar in Q3 2024 and has held it in 7 quarters since.
  • 663 funds tracked by Wall St. Rank held EchoStar as of Q1 2026.

Based on Cerity Partners's 13F filing for Q1 2026, filed 15 May 2026.