RSWM
ECHO

Robertson Stephens Wealth Management’s EchoStar ECHO Stock Holding History

Robertson Stephens 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 		– Sell
-5,000
Closed -$585K – 665
2026
Q1 		$585K Buy
5,000
+500
+11% +$57.4K 0.02% 395
2025
Q4 		$489K Hold
4,500
– – 0.01% 431
2025
Q3 		$344K Buy
+4,500
New +$204K 0.01% 424
2024
Q3 		– Sell
-10,174
Closed -$181K – 633
2024
Q2 		$181K Sell
10,174
-10,525
-51% -$174K 0.01% 482
2024
Q1 		$295K Buy
+20,699
New +$289K 0.02% 424

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

Robertson Stephens Wealth Management's ECHO Position: Q2 2026 in Review

Robertson Stephens Wealth Management sold out of EchoStar (ECHO) in Q2 2026, closing a stake of 5,000 shares — an estimated $585K sold.

Robertson Stephens Wealth Management first reported a position in ECHO in Q1 2024 and held it in 5 quarters. The position peaked at $585K in Q1 2026. 321 funds tracked by Wall St. Rank hold ECHO as of Q2 2026.

  • Robertson Stephens Wealth Management reported no remaining EchoStar position as of Q2 2026 after selling out during the quarter.
  • Robertson Stephens Wealth Management sold 5,000 EchoStar shares in Q2 2026, an estimated $585K.
  • Robertson Stephens Wealth Management first reported a position in EchoStar in Q1 2024 and held it in 5 quarters.
  • Robertson Stephens Wealth Management's EchoStar position peaked at $585K in Q1 2026.
  • 321 funds tracked by Wall St. Rank held EchoStar as of Q2 2026.

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