CWP
ECHO

Concord Wealth Partners’s EchoStar ECHO Stock Holding History

Concord Wealth 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
Q2 		$2.64K Buy
+26
New +$3.18K ﹤0.01% 725
2026
Q1 		– Sell
-5
Closed -$544 – 666
2025
Q4 		$544 Buy
+5
New +$407 ﹤0.01% 749

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
TE
Tema ETFs New York $3.09B AUM 72.72% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
AC
Attestor Capital Grand Cayman, Cayman Islands $350M AUM
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
HAI
Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return

Concord Wealth Partners's ECHO Position: Q2 2026 in Review

Concord Wealth Partners opened a new position in EchoStar (ECHO) in Q2 2026: 26 shares worth $2.64K. The stake represents ﹤0.01% of the portfolio and ranks #725 among its holdings. This is a return to the name: Concord Wealth Partners previously reported a position in ECHO as recently as Q4 2025.

Concord Wealth Partners first reported a position in ECHO in Q4 2025 and has held it in 2 quarters since. 306 funds tracked by Wall St. Rank hold ECHO as of Q2 2026.

  • Concord Wealth Partners held 26 shares of EchoStar worth $2.64K as of Q2 2026.
  • EchoStar was a new Concord Wealth Partners position in Q2 2026.
  • EchoStar made up ﹤0.01% of Concord Wealth Partners's portfolio in Q2 2026, its #725 holding.
  • Concord Wealth Partners first reported a position in EchoStar in Q4 2025 and has held it in 2 quarters since.
  • 306 funds tracked by Wall St. Rank held EchoStar as of Q2 2026.

Based on Concord Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.