EverSource Wealth Advisors’s EchoStar ECHO Stock Holding History

EverSource Wealth Advisors’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	$46.1K	Buy	454 +34	+8%	+$4.16K	﹤0.01%	1830
2026 Q1	$49.2K	Sell	420 -103	-20%	-$11.8K	﹤0.01%	1899
2025 Q4	$56.9K	Sell	523 -217	-29%	-$17.7K	﹤0.01%	1662
2025 Q3	$56.5K	Sell	740 -198	-21%	-$8.97K	﹤0.01%	1615
2025 Q2	$26K	Buy	938 +163	+21%	+$3.58K	﹤0.01%	2093
2025 Q1	$19.8K	Buy	775 +59	+8%	+$1.6K	﹤0.01%	1692
2024 Q4	$16.4K	Sell	716 -45	-6%	-$1.09K	﹤0.01%	1733
2024 Q3	$18.9K	Sell	761 -149	-16%	-$3.05K	﹤0.01%	1524
2024 Q2	$18.3K	Buy	910 +12	+1%	+$199	﹤0.01%	1549
2024 Q1	$14.4K	Buy	+898	New	+$12.5K	﹤0.01%	1525
2023 Q4	–	Sell	-60	Closed	-$1K	–	2730
2023 Q3	$1K	Hold	60	–	–	﹤0.01%	2218
2023 Q2	$1.04K	Buy	+60	New	+$1.01K	﹤0.01%	2207

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

ECM

Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 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

EverSource Wealth Advisors's ECHO Position: Q2 2026 in Review

EverSource Wealth Advisors increased its EchoStar (ECHO) stake by 8.1% in Q2 2026, buying an estimated $4.16K and bringing the position to 454 shares worth $46.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1830.

EverSource Wealth Advisors first reported a position in ECHO in Q2 2023 and has held it in 12 quarters since. The position peaked at $56.9K in Q4 2025. 320 funds tracked by Wall St. Rank hold ECHO as of Q2 2026.

EverSource Wealth Advisors held 454 shares of EchoStar worth $46.1K as of Q2 2026.
EverSource Wealth Advisors bought 34 EchoStar shares in Q2 2026, an estimated $4.16K.
EchoStar made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #1830 holding.
EverSource Wealth Advisors first reported a position in EchoStar in Q2 2023 and has held it in 12 quarters since.
EverSource Wealth Advisors's EchoStar position peaked at $56.9K in Q4 2025.
320 funds tracked by Wall St. Rank held EchoStar as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.