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 Q2	–	Sell	-241,000	Closed	-$28.2M	–	27
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 $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

DCP

Darsana Capital Partners New York $22.3B AUM 42.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

ACM

Arini Captial Management London, United Kingdom $975M AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

PCM

Pentwater Capital Management Naples, Florida $16.4B AUM 55.44% 1-Year Est. Return

Trivest Advisors's ECHO Position: Q2 2026 in Review

Trivest Advisors sold out of EchoStar (ECHO) in Q2 2026, closing a stake of 241,000 shares — an estimated $28.2M sold.

Trivest Advisors first reported a position in ECHO in Q4 2025 and held it in 2 quarters. The position peaked at $28.2M in Q1 2026. 703 funds tracked by Wall St. Rank hold ECHO as of Q2 2026.

Trivest Advisors reported no remaining EchoStar position as of Q2 2026 after selling out during the quarter.
Trivest Advisors sold 241,000 EchoStar shares in Q2 2026, an estimated $28.2M.
Trivest Advisors first reported a position in EchoStar in Q4 2025 and held it in 2 quarters.
Trivest Advisors's EchoStar position peaked at $28.2M in Q1 2026.
703 funds tracked by Wall St. Rank held EchoStar as of Q2 2026.

Based on Trivest Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.