MBFW
ECHO

Morton Brown Family Wealth’s EchoStar ECHO Stock Holding History

Morton Brown Family Wealth’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
2025
Q3 		– Sell
-7
Closed -$194 – 313
2025
Q2 		$194 Hold
7
– – ﹤0.01% 303
2025
Q1 		$179 Buy
+7
New +$190 ﹤0.01% 307

Other funds holding ECHO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
DCP
Darsana Capital Partners New York $4.7B AUM 50.56% 1-Year Est. Return
DCP
Diameter Capital Partners New York $1.07B AUM 152.29% 1-Year Est. Return
RCM
Redwood Capital Management New York $674M AUM 99.78% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
IC
Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 1-Year Est. Return
AMH
Apollo Management Holdings New York $7.6B AUM 23.97% 1-Year Est. Return

Morton Brown Family Wealth's ECHO Position: Q3 2025 in Review

Morton Brown Family Wealth sold out of EchoStar (ECHO) in Q3 2025, closing a stake of 7 shares — an estimated $194 sold.

Morton Brown Family Wealth first reported a position in ECHO in Q1 2025 and held it in 2 quarters. The position peaked at $194 in Q2 2025. 403 funds tracked by Wall St. Rank hold ECHO as of Q3 2025.

  • Morton Brown Family Wealth reported no remaining EchoStar position as of Q3 2025 after selling out during the quarter.
  • Morton Brown Family Wealth sold 7 EchoStar shares in Q3 2025, an estimated $194.
  • Morton Brown Family Wealth first reported a position in EchoStar in Q1 2025 and held it in 2 quarters.
  • Morton Brown Family Wealth's EchoStar position peaked at $194 in Q2 2025.
  • 403 funds tracked by Wall St. Rank held EchoStar as of Q3 2025.

Based on Morton Brown Family Wealth's 13F filing for Q3 2025, filed 21 Oct 2025.