Gem Investment Advisors’s EchoStar ECHO Stock Holding History

Gem Investment 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 Q1	–	Sell	-102,383	Closed	-$11.1M	–	37
2025 Q4	$11.1M	Buy	+102,383	New	+$8.34M	10.55%	2

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

DCP

Darsana Capital Partners New York $4.7B AUM 50.56% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

ACM

Arini Captial Management London, United Kingdom $634M AUM

Gem Investment Advisors's ECHO Position: Q1 2026 in Review

Gem Investment Advisors sold out of EchoStar (ECHO) in Q1 2026, closing a stake of 102,383 shares — an estimated $11.1M sold.

Gem Investment Advisors first reported a position in ECHO in Q4 2025 and held it in 1 quarter. The position peaked at $11.1M in Q4 2025. 663 funds tracked by Wall St. Rank hold ECHO as of Q1 2026.

Gem Investment Advisors reported no remaining EchoStar position as of Q1 2026 after selling out during the quarter.
Gem Investment Advisors sold 102,383 EchoStar shares in Q1 2026, an estimated $11.1M.
Gem Investment Advisors first reported a position in EchoStar in Q4 2025 and held it in 1 quarter.
Gem Investment Advisors's EchoStar position peaked at $11.1M in Q4 2025.
663 funds tracked by Wall St. Rank held EchoStar as of Q1 2026.

Based on Gem Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.