Trivest Advisors’s EchoStar ECHO Stock Holding History

Trivest 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 Q1	$28.2M	Buy	241,000 +177,200	+278%	+$20.3M	2.03%	11
2025 Q4	$6.94M	Buy	+63,800	New	+$5.2M	0.32%	22

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

Trivest Advisors's ECHO Position: Q1 2026 in Review

Trivest Advisors increased its EchoStar (ECHO) stake by 278% in Q1 2026, buying an estimated $20.3M and bringing the position to 241,000 shares worth $28.2M. The position accounts for 2.03% of the portfolio, ranked #11.

Trivest Advisors first reported a position in ECHO in Q4 2025 and has held it in 2 quarters since. 663 funds tracked by Wall St. Rank hold ECHO as of Q1 2026.

Trivest Advisors held 241,000 shares of EchoStar worth $28.2M as of Q1 2026.
Trivest Advisors bought 177,200 EchoStar shares in Q1 2026, an estimated $20.3M.
EchoStar made up 2.03% of Trivest Advisors's portfolio in Q1 2026, its #11 holding.
Trivest Advisors first reported a position in EchoStar in Q4 2025 and has held it in 2 quarters since.
663 funds tracked by Wall St. Rank held EchoStar as of Q1 2026.

Based on Trivest Advisors's 13F filing for Q1 2026, filed 7 May 2026.