Physician Wealth Advisors’s EchoStar ECHO Stock Holding History

Physician Wealth 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 Q3	$448	Sell	5 -18	-78%	-$1.64K	﹤0.01%	2324
2026 Q2	$2.34K	Buy	23 +2	+10%	+$244	﹤0.01%	1440
2026 Q1	$2.46K	Buy	21 +6	+40%	+$689	﹤0.01%	1261
2025 Q4	$1.63K	Buy	15 +9	+150%	+$733	﹤0.01%	1380
2025 Q3	$459	Buy	+6	New	+$272	﹤0.01%	1846

Other funds holding ECHO

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Contrarius Group Holdings Hamilton, Bermuda $2.05B AUM 66.09% 1-Year Est. Return

Neuberger Berman Group New York $148B AUM 31.56% 1-Year Est. Return

Physician Wealth Advisors's ECHO Position: Q3 2026 in Review

Physician Wealth Advisors reduced its EchoStar (ECHO) stake by 78% in Q3 2026, selling an estimated $1.64K and leaving 5 shares worth $448. The position accounts for ﹤0.01% of the portfolio, ranked #2324.

Physician Wealth Advisors first reported a position in ECHO in Q3 2025 and has held it in 5 quarters since. The position peaked at $2.46K in Q1 2026. 478 funds tracked by Wall St. Rank hold ECHO as of Q3 2026.

Physician Wealth Advisors held 5 shares of EchoStar worth $448 as of Q3 2026.
Physician Wealth Advisors sold 18 EchoStar shares in Q3 2026, an estimated $1.64K.
EchoStar made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q3 2026, its #2324 holding.
Physician Wealth Advisors first reported a position in EchoStar in Q3 2025 and has held it in 5 quarters since.
Physician Wealth Advisors's EchoStar position peaked at $2.46K in Q1 2026.
478 funds tracked by Wall St. Rank held EchoStar as of Q3 2026.

Based on Physician Wealth Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.