SPIA
ECHO

Steward Partners Investment Advisory’s EchoStar ECHO Stock Holding History

Steward Partners Investment Advisory’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 		$174K Buy
1,486
+1,102
+287% +$126K ﹤0.01% 2088
2025
Q4 		$41.7K Buy
384
+1
+0.3% +$81 ﹤0.01% 2770
2025
Q3 		$29.2K Sell
383
-383
-50% -$17.3K ﹤0.01% 2902
2025
Q2 		$21.2K Sell
766
-100
-12% -$2.2K ﹤0.01% 2900
2025
Q1 		$22.2K Hold
866
– – ﹤0.01% 2764
2024
Q4 		$19.8K Sell
866
-58
-6% -$1.41K ﹤0.01% 2802
2024
Q3 		$22.9K Sell
924
-169
-15% -$3.46K ﹤0.01% 2603
2024
Q2 		$19.5K Buy
1,093
+465
+74% +$7.71K ﹤0.01% 2554
2024
Q1 		$8.95K Buy
628
+28
+5% +$390 ﹤0.01% 2851
2023
Q4 		$9.94K Sell
600
-20
-3% -$258 ﹤0.01% 2718
2023
Q3 		$10.4K Sell
620
-300
-33% -$5.67K ﹤0.01% 2583
2023
Q2 		$16K Sell
920
-4,033
-81% -$67.9K ﹤0.01% 2397
2023
Q1 		$90.6K Sell
4,953
-150
-3% -$2.75K ﹤0.01% 1626
2022
Q4 		$85.1K Sell
5,103
-100
-2% -$1.73K ﹤0.01% 1612
2022
Q3 		$86K Hold
5,203
– – ﹤0.01% 1558
2022
Q2 		$100K Buy
5,203
+925
+22% +$20.9K ﹤0.01% 1491
2022
Q1 		$104K Sell
4,278
-5,314
-55% -$131K ﹤0.01% 1594
2021
Q4 		$253K Buy
9,592
+6,159
+179% +$163K ﹤0.01% 1218
2021
Q3 		$88K Buy
3,433
+860
+33% +$21.2K ﹤0.01% 1610
2021
Q2 		$62K Sell
2,573
-719
-22% -$18.4K ﹤0.01% 2888
2021
Q1 		$79K Sell
3,292
-14,564
-82% -$348K ﹤0.01% 1745
2020
Q4 		$378K Sell
17,856
-4,166
-19% -$99.7K 0.01% 837
2020
Q3 		$548K Buy
22,022
+5,549
+34% +$155K 0.01% 639
2020
Q2 		$461K Sell
16,473
-5,980
-27% -$182K 0.01% 651
2020
Q1 		$717K Buy
22,453
+10,200
+83% +$382K 0.03% 478
2019
Q4 		$530K Buy
12,253
+3,778
+45% +$152K 0.02% 619
2019
Q3 		$335K Sell
8,475
-311
-4% -$11.2K 0.01% 696
2019
Q2 		$315K Buy
+8,786
New +$293K 0.01% 677
2018
Q4 		– Sell
-9
Closed – – 1889
2018
Q3 		$0 Sell
9
-128
-93% -$4.87K ﹤0.01% 2686
2018
Q2 		$5K Buy
+137
New +$5.59K ﹤0.01% 2009

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
Fidelity Investments
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
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
ACM
Arini Captial Management London, United Kingdom $634M AUM

Steward Partners Investment Advisory's ECHO Position: Q1 2026 in Review

Steward Partners Investment Advisory increased its EchoStar (ECHO) stake by 287% in Q1 2026, buying an estimated $126K and bringing the position to 1,486 shares worth $174K. The position accounts for ﹤0.01% of the portfolio, ranked #2088.

Steward Partners Investment Advisory first reported a position in ECHO in Q2 2018 and has held it in 30 quarters since. The position peaked at $717K in Q1 2020. 663 funds tracked by Wall St. Rank hold ECHO as of Q1 2026.

  • Steward Partners Investment Advisory held 1,486 shares of EchoStar worth $174K as of Q1 2026.
  • Steward Partners Investment Advisory bought 1,102 EchoStar shares in Q1 2026, an estimated $126K.
  • EchoStar made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #2088 holding.
  • Steward Partners Investment Advisory first reported a position in EchoStar in Q2 2018 and has held it in 30 quarters since.
  • Steward Partners Investment Advisory's EchoStar position peaked at $717K in Q1 2020.
  • 663 funds tracked by Wall St. Rank held EchoStar as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.