HWM
ECHO

HB Wealth Management’s EchoStar ECHO Stock Holding History

HB Wealth 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 		$434K Sell
4,277
-1,413
-25% -$173K ﹤0.01% 1178
2026
Q1 		$666K Buy
5,690
+757
+15% +$86.9K ﹤0.01% 839
2025
Q4 		$536K Buy
4,933
+98
+2% +$7.98K ﹤0.01% 877
2025
Q3 		$369K Buy
+4,835
New +$219K ﹤0.01% 983

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

HB Wealth Management's ECHO Position: Q2 2026 in Review

HB Wealth Management reduced its EchoStar (ECHO) stake by 25% in Q2 2026, selling an estimated $173K and leaving 4,277 shares worth $434K. The position accounts for ﹤0.01% of the portfolio, ranked #1178.

HB Wealth Management first reported a position in ECHO in Q3 2025 and has held it in 4 quarters since. The position peaked at $666K in Q1 2026. 321 funds tracked by Wall St. Rank hold ECHO as of Q2 2026.

  • HB Wealth Management held 4,277 shares of EchoStar worth $434K as of Q2 2026.
  • HB Wealth Management sold 1,413 EchoStar shares in Q2 2026, an estimated $173K.
  • EchoStar made up ﹤0.01% of HB Wealth Management's portfolio in Q2 2026, its #1178 holding.
  • HB Wealth Management first reported a position in EchoStar in Q3 2025 and has held it in 4 quarters since.
  • HB Wealth Management's EchoStar position peaked at $666K in Q1 2026.
  • 321 funds tracked by Wall St. Rank held EchoStar as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.