Evergreen Capital Management’s EchoStar ECHO Stock Holding History

Evergreen Capital 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	$84.4M	Buy	831,632 +542,611	+188%	+$66.3M	1.48%	12
2026 Q1	$33.8M	Sell	289,021 -308	-0.1%	-$35.3K	0.73%	22
2025 Q4	$31.5M	Sell	289,329 -232,693	-45%	-$18.9M	0.7%	22
2025 Q3	$39.9M	Buy	522,022 +514,610	+6,943%	+$23.3M	0.95%	16
2025 Q2	$205K	Sell	7,412 -2,638	-26%	-$58K	0.01%	1023
2025 Q1	$257K	Buy	10,050 +108	+1%	+$2.94K	0.01%	843
2024 Q4	$228K	Buy	9,942 +387	+4%	+$9.37K	0.01%	900
2024 Q3	$237K	Buy	+9,555	New	+$195K	0.01%	839

Other funds holding ECHO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Tema ETFs New York $3.09B AUM 72.72% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Attestor Capital Grand Cayman, Cayman Islands $350M AUM

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

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

JAM

Jupiter Asset Management London, United Kingdom $20.2B AUM 29.18% 1-Year Est. Return

Evergreen Capital Management's ECHO Position: Q2 2026 in Review

Evergreen Capital Management increased its EchoStar (ECHO) stake by 188% in Q2 2026, buying an estimated $66.3M and bringing the position to 831,632 shares worth $84.4M. The position accounts for 1.48% of the portfolio, ranked #12.

Evergreen Capital Management first reported a position in ECHO in Q3 2024 and has held it in 8 quarters since. 321 funds tracked by Wall St. Rank hold ECHO as of Q2 2026.

Evergreen Capital Management held 831,632 shares of EchoStar worth $84.4M as of Q2 2026.
Evergreen Capital Management bought 542,611 EchoStar shares in Q2 2026, an estimated $66.3M.
EchoStar made up 1.48% of Evergreen Capital Management's portfolio in Q2 2026, its #12 holding.
Evergreen Capital Management first reported a position in EchoStar in Q3 2024 and has held it in 8 quarters since.
321 funds tracked by Wall St. Rank held EchoStar as of Q2 2026.

Based on Evergreen Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.