Creative Planning’s EchoStar ECHO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $11.7M | Buy |
100,020
+11,117
| +13% | +$1.28M | 0.01% | 622 |
|
|
2025
Q4 | $9.66M | Buy |
88,903
+35,430
| +66% | +$2.89M | 0.01% | 635 |
|
|
2025
Q3 | $4.08M | Buy |
53,473
+28,331
| +113% | +$1.28M | ﹤0.01% | 1000 |
|
|
2025
Q2 | $696K | Sell |
25,142
-18,462
| -42% | -$406K | ﹤0.01% | 2159 |
|
|
2025
Q1 | $1.12M | Buy |
43,604
+10,219
| +31% | +$278K | ﹤0.01% | 1636 |
|
|
2024
Q4 | $765K | Sell |
33,385
-2,010
| -6% | -$48.7K | ﹤0.01% | 1871 |
|
|
2024
Q3 | $878K | Buy |
35,395
+10,491
| +42% | +$214K | ﹤0.01% | 1618 |
|
|
2024
Q2 | $444K | Buy |
24,904
+7,693
| +45% | +$128K | ﹤0.01% | 2033 |
|
|
2024
Q1 | $245K | Buy |
+17,211
| New | +$240K | ﹤0.01% | 2415 |
|
|
2020
Q3 | – | Sell |
-18,546
| Closed | -$519K | – | 2248 |
|
|
2020
Q2 | $519K | Sell |
18,546
-4
| -0% | -$121 | ﹤0.01% | 1014 |
|
|
2020
Q1 | $593K | Hold |
18,550
| – | – | ﹤0.01% | 859 |
|
|
2019
Q4 | $803K | Hold |
18,550
| – | – | ﹤0.01% | 889 |
|
|
2019
Q3 | $735K | Sell |
18,550
-4,341
| -19% | -$157K | ﹤0.01% | 881 |
|
|
2019
Q2 | $822K | Hold |
22,891
| – | – | ﹤0.01% | 843 |
|
|
2019
Q1 | $676K | Hold |
22,891
| – | – | ﹤0.01% | 897 |
|
|
2018
Q4 | $681K | Hold |
22,891
| – | – | ﹤0.01% | 821 |
|
|
2018
Q3 | $860K | Buy |
22,891
+5
| +0% | +$190 | ﹤0.01% | 824 |
|
|
2018
Q2 | $823K | Sell |
22,886
-229
| -1% | -$9.35K | ﹤0.01% | 848 |
|
|
2018
Q1 | $988K | Sell |
23,115
-34
| -0.1% | -$1.62K | ﹤0.01% | 745 |
|
|
2017
Q4 | $1.12M | Hold |
23,149
| – | – | ﹤0.01% | 675 |
|
|
2017
Q3 | $1.07M | Buy |
23,149
+230
| +1% | +$11K | 0.01% | 682 |
|
|
2017
Q2 | $1.13M | Hold |
22,919
| – | – | 0.01% | 630 |
|
|
2017
Q1 | $1.06M | Buy |
22,919
+33
| +0.1% | +$1.44K | 0.01% | 650 |
|
|
2016
Q4 | $953K | Hold |
22,886
| – | – | 0.01% | 645 |
|
|
2016
Q3 | $813K | Sell |
22,886
-66
| -0.3% | -$2.09K | 0.01% | 677 |
|
|
2016
Q2 | $738K | Buy |
22,952
+66
| +0.3% | +$2.16K | 0.01% | 613 |
|
|
2016
Q1 | $821K | Sell |
22,886
-897
| -4% | -$28.6K | 0.01% | 560 |
|
|
2015
Q4 | $754K | Hold |
23,783
| – | – | 0.01% | 595 |
|
|
2015
Q3 | $829K | Hold |
23,783
| – | – | 0.01% | 536 |
|
|
2015
Q2 | $938K | Hold |
23,783
| – | – | 0.01% | 489 |
|
|
2015
Q1 | $997K | Hold |
23,783
| – | – | 0.01% | 464 |
|
|
2014
Q4 | $1.01M | Buy |
23,783
+880
| +4% | +$35K | 0.01% | 444 |
|
|
2014
Q3 | $905K | Sell |
22,903
-4
| -0% | -$164 | 0.01% | 434 |
|
|
2014
Q2 | $983K | Sell |
22,907
-29
| -0.1% | -$1.16K | 0.01% | 392 |
|
|
2014
Q1 | $884K | Buy |
22,936
+22,885
| +44,873% | +$904K | 0.01% | 409 |
|
|
2013
Q4 | $2K | Buy |
51
+26
| +104% | +$1.02K | ﹤0.01% | 3114 |
|
|
2013
Q3 | $1K | Sell |
25
-49
| -66% | -$1.66K | ﹤0.01% | 3114 |
|
|
2013
Q2 | $2K | Buy |
+74
| New | +$2.34K | ﹤0.01% | 2845 |
|
Other funds holding ECHO
VCM
DCP
VPM
ACM
Creative Planning's ECHO Position: Q1 2026 in Review
Creative Planning increased its EchoStar (ECHO) stake by 13% in Q1 2026, buying an estimated $1.28M and bringing the position to 100,020 shares worth $11.7M. The position accounts for 0.01% of the portfolio, ranked #622.
Creative Planning first reported a position in ECHO in Q2 2013 and has held it in 38 quarters since. 663 funds tracked by Wall St. Rank hold ECHO as of Q1 2026.
- Creative Planning held 100,020 shares of EchoStar worth $11.7M as of Q1 2026.
- Creative Planning bought 11,117 EchoStar shares in Q1 2026, an estimated $1.28M.
- EchoStar made up 0.01% of Creative Planning's portfolio in Q1 2026, its #622 holding.
- Creative Planning first reported a position in EchoStar in Q2 2013 and has held it in 38 quarters since.
- 663 funds tracked by Wall St. Rank held EchoStar as of Q1 2026.
Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.