Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s UTStarcom UTSI Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio UTSI Stock Details UTSI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2 Hold
1
– – ﹤0.01% 5663
2025
Q4 		$0 Hold
1
– – ﹤0.01% 5659
2025
Q3 		$0 Hold
1
– – ﹤0.01% 5562
2025
Q2 		$0 Hold
1
– – ﹤0.01% 5317
2025
Q1 		$0 Hold
1
– – ﹤0.01% 5217
2024
Q4 		$0 Hold
1
– – ﹤0.01% 5183
2024
Q3 		$0 Hold
1
– – ﹤0.01% 5176
2024
Q2 		$0 Hold
1
– – ﹤0.01% 4965
2024
Q1 		$0 Hold
1
– – ﹤0.01% 4774
2023
Q4 		$0 Hold
1
– – ﹤0.01% 4538
2023
Q3 		$0 Hold
1
– – ﹤0.01% 4548
2023
Q2 		$0 Hold
1
– – ﹤0.01% 4477
2023
Q1 		$0 Hold
1
– – ﹤0.01% 4356
2022
Q4 		$0 Hold
1
– – ﹤0.01% 4268
2022
Q3 		$0 Buy
+1
New +$4 ﹤0.01% 4199

Other funds holding UTSI

Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
NEWAS
N.E.W. Advisory Services De Pere, Wisconsin $1.5B AUM 19.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
GCM
Gables Capital Management Miami, Florida $277M AUM 41.87% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $17.7B AUM 18.87% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Carson Wealth (CWM LLC)'s UTSI Position: Q1 2026 in Review

Carson Wealth (CWM LLC) held its UTStarcom (UTSI) position steady in Q1 2026 at 1 share worth $2. The position accounts for ﹤0.01% of the portfolio, ranked #5663.

Carson Wealth (CWM LLC) first reported a position in UTSI in Q3 2022 and has held it in 15 quarters since. 13 funds tracked by Wall St. Rank hold UTSI as of Q1 2026.

  • Carson Wealth (CWM LLC) held 1 share of UTStarcom worth $2 as of Q1 2026.
  • Carson Wealth (CWM LLC) left its UTStarcom share count unchanged in Q1 2026.
  • UTStarcom made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #5663 holding.
  • Carson Wealth (CWM LLC) first reported a position in UTStarcom in Q3 2022 and has held it in 15 quarters since.
  • 13 funds tracked by Wall St. Rank held UTStarcom as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.