Whittier Trust’s EchoStar ECHO Stock Holding History

Whittier Trust’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	-400	Closed	-$50.8K	–	1400
2026 Q1	$50.8K	Buy	+400	New	+$45.9K	﹤0.01%	836
2024 Q4	–	Sell	-21	Closed	-$521	–	1598
2024 Q3	$521	Sell	21 -1	-5%	-$20	﹤0.01%	1519
2024 Q2	$391	Hold	22	–	–	﹤0.01%	1494
2024 Q1	$313	Buy	22 +7	+47%	+$98	﹤0.01%	1489
2023 Q4	$247	Hold	15	–	–	﹤0.01%	1490
2023 Q3	$251	Hold	15	–	–	﹤0.01%	1621
2023 Q2	$259	Hold	15	–	–	﹤0.01%	1532
2023 Q1	$273	Hold	15	–	–	﹤0.01%	1575
2022 Q4	$249	Hold	15	–	–	﹤0.01%	1592
2022 Q3	$0	Hold	15	–	–	﹤0.01%	1747
2022 Q2	$0	Hold	15	–	–	﹤0.01%	1757
2022 Q1	$0	Hold	15	–	–	﹤0.01%	1743
2021 Q4	$0	Sell	15 -14	-48%	-$370	﹤0.01%	1604
2021 Q3	$1K	Hold	29	–	–	﹤0.01%	1467
2021 Q2	$1K	Hold	29	–	–	﹤0.01%	1494
2021 Q1	$1K	Hold	29	–	–	﹤0.01%	1492
2020 Q4	$1K	Sell	29 -1	-3%	-$24	﹤0.01%	1375
2020 Q3	$1K	Hold	30	–	–	﹤0.01%	1404
2020 Q2	$1K	Hold	30	–	–	﹤0.01%	1360
2020 Q1	$1K	Hold	30	–	–	﹤0.01%	1425
2019 Q4	$1K	Buy	30 +1	+3%	+$40	﹤0.01%	1462
2019 Q3	$1K	Sell	29 -7	-19%	-$253	﹤0.01%	1494
2019 Q2	$1K	Hold	36	–	–	﹤0.01%	1322
2019 Q1	$1K	Hold	36	–	–	﹤0.01%	1334
2018 Q4	$1K	Hold	36	–	–	﹤0.01%	1299
2018 Q3	$1K	Hold	36	–	–	﹤0.01%	1243
2018 Q2	$1K	Hold	36	–	–	﹤0.01%	1235
2018 Q1	$2K	Hold	36	–	–	﹤0.01%	1222
2017 Q4	$2K	Sell	36 -169	-82%	-$7.85K	﹤0.01%	1201
2017 Q3	$9K	Hold	205	–	–	﹤0.01%	1053
2017 Q2	$10K	Hold	205	–	–	﹤0.01%	997
2017 Q1	$9K	Buy	205 +169	+469%	+$7.38K	﹤0.01%	1024
2016 Q4	$1K	Hold	36	–	–	﹤0.01%	1164
2016 Q3	$1K	Hold	36	–	–	﹤0.01%	1157
2016 Q2	$1K	Hold	36	–	–	﹤0.01%	1175
2016 Q1	$1K	Hold	36	–	–	﹤0.01%	1159
2015 Q4	$1K	Hold	36	–	–	﹤0.01%	1167
2015 Q3	$1K	Sell	36 -47	-57%	-$1.73K	﹤0.01%	1144
2015 Q2	$3K	Hold	83	–	–	﹤0.01%	1125
2015 Q1	$3K	Hold	83	–	–	﹤0.01%	1145
2014 Q4	$4K	Hold	83	–	–	﹤0.01%	976
2014 Q3	$3K	Hold	83	–	–	﹤0.01%	983
2014 Q2	$4K	Hold	83	–	–	﹤0.01%	961
2014 Q1	$3K	Sell	83 -139	-63%	-$5.49K	﹤0.01%	1004
2013 Q4	$9K	Hold	222	–	–	﹤0.01%	905
2013 Q3	$8K	Sell	222 -24	-10%	-$812	﹤0.01%	926
2013 Q2	$8K	Buy	+246	New	+$7.79K	﹤0.01%	921

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

Tema ETFs New York $3.09B AUM 72.72% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Attestor Capital Grand Cayman, Cayman Islands $350M AUM

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 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

Whittier Trust's ECHO Position: Q2 2026 in Review

Whittier Trust sold out of EchoStar (ECHO) in Q2 2026, closing a stake of 400 shares — an estimated $50.8K sold.

Whittier Trust first reported a position in ECHO in Q2 2013 and held it in 47 quarters. The position peaked at $50.8K in Q1 2026. 321 funds tracked by Wall St. Rank hold ECHO as of Q2 2026.

Whittier Trust reported no remaining EchoStar position as of Q2 2026 after selling out during the quarter.
Whittier Trust sold 400 EchoStar shares in Q2 2026, an estimated $50.8K.
Whittier Trust first reported a position in EchoStar in Q2 2013 and held it in 47 quarters.
Whittier Trust's EchoStar position peaked at $50.8K in Q1 2026.
321 funds tracked by Wall St. Rank held EchoStar as of Q2 2026.

Based on Whittier Trust's 13F filing for Q2 2026, filed 28 Jul 2026.