OWP
ECHO

ORG Wealth Partners’s EchoStar ECHO Stock Holding History

ORG Wealth Partners’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 		$335K Hold
3,300
– – 0.05% 194
2026
Q1 		$386K Buy
3,300
+1,000
+43% +$115K 0.08% 155
2025
Q4 		$250K Buy
+2,300
New +$187K 0.06% 179

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

ORG Wealth Partners's ECHO Position: Q2 2026 in Review

ORG Wealth Partners held its EchoStar (ECHO) position steady in Q2 2026 at 3,300 shares worth $335K. The position accounts for 0.05% of the portfolio, ranked #194.

ORG Wealth Partners first reported a position in ECHO in Q4 2025 and has held it in 3 quarters since. The position peaked at $386K in Q1 2026. 321 funds tracked by Wall St. Rank hold ECHO as of Q2 2026.

  • ORG Wealth Partners held 3,300 shares of EchoStar worth $335K as of Q2 2026.
  • ORG Wealth Partners left its EchoStar share count unchanged in Q2 2026.
  • EchoStar made up 0.05% of ORG Wealth Partners's portfolio in Q2 2026, its #194 holding.
  • ORG Wealth Partners first reported a position in EchoStar in Q4 2025 and has held it in 3 quarters since.
  • ORG Wealth Partners's EchoStar position peaked at $386K in Q1 2026.
  • 321 funds tracked by Wall St. Rank held EchoStar as of Q2 2026.

Based on ORG Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.