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BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.’s EchoStar ECHO Stock Holding History

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.’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
-9
Closed -$1.05K – 2532
2026
Q1 		$1.05K Buy
+9
New +$1.03K ﹤0.01% 2225
2025
Q2 		– Sell
-348
Closed -$8.9K – 2449
2025
Q1 		$8.9K Hold
348
– – ﹤0.01% 1582
2024
Q4 		$7.97K Hold
348
– – ﹤0.01% 1544
2024
Q3 		$8.64K Buy
+348
New +$7.12K ﹤0.01% 1579

Other funds holding ECHO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Portfolio Management
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
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Arini Captial Management
Arini Captial Management London, United Kingdom $975M AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Pentwater Capital Management
Pentwater Capital Management Naples, Florida $16.4B AUM 55.44% 1-Year Est. Return

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.'s ECHO Position: Q2 2026 in Review

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. sold out of EchoStar (ECHO) in Q2 2026, closing a stake of 9 shares — an estimated $1.05K sold.

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. first reported a position in ECHO in Q3 2024 and held it in 4 quarters. The position peaked at $8.9K in Q1 2025. 706 funds tracked by Wall St. Rank hold ECHO as of Q2 2026.

  • BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. reported no remaining EchoStar position as of Q2 2026 after selling out during the quarter.
  • BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. sold 9 EchoStar shares in Q2 2026, an estimated $1.05K.
  • BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. first reported a position in EchoStar in Q3 2024 and held it in 4 quarters.
  • BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.'s EchoStar position peaked at $8.9K in Q1 2025.
  • 706 funds tracked by Wall St. Rank held EchoStar as of Q2 2026.

Based on BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.'s 13F filing for Q2 2026, filed 30 Oct 2026.