CWM
ECHO

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
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

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

Circle Wealth Management's ECHO Position: Q1 2026 in Review

Circle Wealth Management increased its EchoStar (ECHO) stake by 49% in Q1 2026, buying an estimated $301K and bringing the position to 7,962 shares worth $932K. The position accounts for 0.01% of the portfolio, ranked #148.

Circle Wealth Management first reported a position in ECHO in Q4 2025 and has held it in 2 quarters since. 663 funds tracked by Wall St. Rank hold ECHO as of Q1 2026.

  • Circle Wealth Management held 7,962 shares of EchoStar worth $932K as of Q1 2026.
  • Circle Wealth Management bought 2,624 EchoStar shares in Q1 2026, an estimated $301K.
  • EchoStar made up 0.01% of Circle Wealth Management's portfolio in Q1 2026, its #148 holding.
  • Circle Wealth Management first reported a position in EchoStar in Q4 2025 and has held it in 2 quarters since.
  • 663 funds tracked by Wall St. Rank held EchoStar as of Q1 2026.

Based on Circle Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.