O'Shaughnessy Asset Management’s EchoStar ECHO Stock Holding History

O'Shaughnessy Asset 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 Q1	$809K	Buy	6,909 +1,617	+31%	+$186K	﹤0.01%	1289
2025 Q4	$575K	Buy	5,292 +416	+9%	+$33.9K	﹤0.01%	1422
2025 Q3	$372K	Buy	+4,876	New	+$221K	﹤0.01%	1640
2023 Q4	–	Sell	-11,691	Closed	-$196K	–	1780
2023 Q3	$196K	Sell	11,691 -81,094	-87%	-$1.53M	﹤0.01%	1291
2023 Q2	$1.61M	Buy	92,785 +1,064	+1%	+$17.9K	0.02%	508
2023 Q1	$1.68M	Buy	91,721 +54,516	+147%	+$998K	0.03%	495
2022 Q4	$621K	Sell	37,205 -7,238	-16%	-$125K	0.01%	731
2022 Q3	$732K	Buy	44,443 +28,114	+172%	+$525K	0.01%	628
2022 Q2	$315K	Buy	+16,329	New	+$369K	0.01%	848
2021 Q4	–	Sell	-3,153	Closed	-$80K	–	2245
2021 Q3	$80K	Buy	+3,153	New	+$77.8K	﹤0.01%	1466
2021 Q1	–	Sell	-50	Closed	-$1K	–	2450
2020 Q4	$1K	Sell	50 -5,004	-99%	-$120K	﹤0.01%	1983
2020 Q3	$126K	Sell	5,054 -669	-12%	-$18.7K	﹤0.01%	837
2020 Q2	$160K	Sell	5,723 -337	-6%	-$10.2K	0.01%	716
2020 Q1	$194K	Sell	6,060 -321	-5%	-$12K	0.01%	476
2019 Q4	$276K	Buy	6,381 +5,324	+504%	+$214K	0.01%	535
2019 Q3	$42K	Buy	+1,057	New	+$38.2K	﹤0.01%	743
2014 Q2	–	Sell	-8,263	Closed	-$318K	–	1035
2014 Q1	$318K	Sell	8,263 -7,024	-46%	-$278K	0.01%	464
2013 Q4	$614K	Sell	15,287 -28	-0.2%	-$1.09K	0.01%	394
2013 Q3	$544K	Sell	15,315 -4	-0%	-$135	0.01%	393
2013 Q2	$487K	Buy	+15,319	New	+$485K	0.01%	392

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

O'Shaughnessy Asset Management's ECHO Position: Q1 2026 in Review

O'Shaughnessy Asset Management increased its EchoStar (ECHO) stake by 31% in Q1 2026, buying an estimated $186K and bringing the position to 6,909 shares worth $809K. The position accounts for ﹤0.01% of the portfolio, ranked #1289.

O'Shaughnessy Asset Management first reported a position in ECHO in Q2 2013 and has held it in 20 quarters since. The position peaked at $1.68M in Q1 2023. 663 funds tracked by Wall St. Rank hold ECHO as of Q1 2026.

O'Shaughnessy Asset Management held 6,909 shares of EchoStar worth $809K as of Q1 2026.
O'Shaughnessy Asset Management bought 1,617 EchoStar shares in Q1 2026, an estimated $186K.
EchoStar made up ﹤0.01% of O'Shaughnessy Asset Management's portfolio in Q1 2026, its #1289 holding.
O'Shaughnessy Asset Management first reported a position in EchoStar in Q2 2013 and has held it in 20 quarters since.
O'Shaughnessy Asset Management's EchoStar position peaked at $1.68M in Q1 2023.
663 funds tracked by Wall St. Rank held EchoStar as of Q1 2026.

Based on O'Shaughnessy Asset Management's 13F filing for Q1 2026, filed 13 May 2026.