Circle Wealth Management
ECHO icon

Circle Wealth Management’s EchoStar ECHO Stock Holding History

Circle Wealth Management’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 		– Sell
-7,962
Closed -$932K – 277
2026
Q1 		$932K Buy
7,962
+2,624
+49% +$301K 0.01% 148
2025
Q4 		$580K Buy
+5,338
New +$435K 0.01% 175

Other funds holding ECHO

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State Street
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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
Arini Captial Management
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
Pentwater Capital Management
Pentwater Capital Management Naples, Florida $16.4B AUM 55.44% 1-Year Est. Return

Circle Wealth Management's ECHO Position: Q2 2026 in Review

Circle Wealth Management sold out of EchoStar (ECHO) in Q2 2026, closing a stake of 7,962 shares — an estimated $932K sold.

Circle Wealth Management first reported a position in ECHO in Q4 2025 and held it in 2 quarters. The position peaked at $932K in Q1 2026. 704 funds tracked by Wall St. Rank hold ECHO as of Q2 2026.

  • Circle Wealth Management reported no remaining EchoStar position as of Q2 2026 after selling out during the quarter.
  • Circle Wealth Management sold 7,962 EchoStar shares in Q2 2026, an estimated $932K.
  • Circle Wealth Management first reported a position in EchoStar in Q4 2025 and held it in 2 quarters.
  • Circle Wealth Management's EchoStar position peaked at $932K in Q1 2026.
  • 704 funds tracked by Wall St. Rank held EchoStar as of Q2 2026.

Based on Circle Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.