EWA
ECHO

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
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

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. 319 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.
  • 319 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.