Geode Capital Management’s UTStarcom UTSI Stock Holding History

Geode Capital Management’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	$30.5K	Hold	12,236	–	–	﹤0.01%	4408
2025 Q4	$30.2K	Hold	12,236	–	–	﹤0.01%	4327
2025 Q3	$30.2K	Hold	12,236	–	–	﹤0.01%	4380
2025 Q2	$31.8K	Hold	12,236	–	–	﹤0.01%	4293
2025 Q1	$30.5K	Hold	12,236	–	–	﹤0.01%	4282
2024 Q4	$36.6K	Hold	12,236	–	–	﹤0.01%	4292
2024 Q3	$34.5K	Hold	12,236	–	–	﹤0.01%	4331
2024 Q2	$33.6K	Hold	12,236	–	–	﹤0.01%	4361
2024 Q1	$34.1K	Hold	12,236	–	–	﹤0.01%	4395
2023 Q4	$40.7K	Hold	12,236	–	–	﹤0.01%	4402
2023 Q3	$42.6K	Hold	12,236	–	–	﹤0.01%	4457
2023 Q2	$42.2K	Hold	12,236	–	–	﹤0.01%	4540
2023 Q1	$49.9K	Hold	12,236	–	–	﹤0.01%	4520
2022 Q4	$43K	Hold	12,236	–	–	﹤0.01%	4634
2022 Q3	$44K	Hold	12,236	–	–	﹤0.01%	4792
2022 Q2	$44K	Sell	12,236 -1	-0%	-$3	﹤0.01%	4804
2022 Q1	$35K	Hold	12,237	–	–	﹤0.01%	4875
2021 Q4	$43K	Hold	12,237	–	–	﹤0.01%	4885
2021 Q3	$56K	Hold	12,237	–	–	﹤0.01%	4769
2021 Q2	$77K	Sell	12,237 -4,016	-25%	-$22.2K	﹤0.01%	4602
2021 Q1	$91K	Hold	16,253	–	–	﹤0.01%	4322
2020 Q4	$89K	Buy	16,253 +10,797	+198%	+$48.9K	﹤0.01%	4075
2020 Q3	$23K	Hold	5,456	–	–	﹤0.01%	4114
2020 Q2	$37K	Hold	5,456	–	–	﹤0.01%	4024
2020 Q1	$37K	Buy	5,456 +133	+2%	+$1.36K	﹤0.01%	3969
2019 Q4	$62K	Hold	5,323	–	–	﹤0.01%	4057
2019 Q3	$63K	Hold	5,323	–	–	﹤0.01%	4036
2019 Q2	$65K	Hold	5,323	–	–	﹤0.01%	4044
2019 Q1	$78K	Hold	5,323	–	–	﹤0.01%	3942
2018 Q4	$57K	Hold	5,323	–	–	﹤0.01%	3970
2018 Q3	$80K	Hold	5,323	–	–	﹤0.01%	3972
2018 Q2	$86K	Sell	5,323 -18,456	-78%	-$346K	﹤0.01%	3899
2018 Q1	$467K	Buy	23,779 +518	+2%	+$11.7K	﹤0.01%	3421
2017 Q4	$522K	Buy	23,261 +17,938	+337%	+$293K	﹤0.01%	3344
2017 Q3	$51K	Hold	5,323	–	–	﹤0.01%	3937
2017 Q2	$49K	Sell	5,323 -1,013	-16%	-$8.68K	﹤0.01%	3965
2017 Q1	$50K	Buy	6,336 +138	+2%	+$1.01K	﹤0.01%	3949
2016 Q4	$49K	Buy	6,198 +3,194	+106%	+$25.6K	﹤0.01%	3913
2016 Q3	$24K	Buy	3,004 +23	+0.8%	+$183	﹤0.01%	3984
2016 Q2	$22K	Hold	2,981	–	–	﹤0.01%	4020
2016 Q1	$21	Sell	2,981 -23	-0.8%	-$196	﹤0.01%	4051
2015 Q4	$29K	Buy	3,004 +46	+2%	+$440	﹤0.01%	4068
2015 Q3	$28K	Buy	2,958 +46	+2%	+$368	﹤0.01%	4067
2015 Q2	$23K	Buy	2,912 +23	+0.8%	+$206	﹤0.01%	3929
2015 Q1	$30K	Buy	+2,889	New	+$32.1K	﹤0.01%	3903

Other funds holding UTSI

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

NEWAS

N.E.W. Advisory Services De Pere, Wisconsin $1.34B AUM 15.38% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

GCM

Gables Capital Management Miami, Florida $236M AUM 32.91% 1-Year Est. Return

MCM

MAI Capital Management Independence, Ohio $17.7B AUM 18.87% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management's UTSI Position: Q1 2026 in Review

Geode Capital Management held its UTStarcom (UTSI) position steady in Q1 2026 at 12,236 shares worth $30.5K. The position accounts for ﹤0.01% of the portfolio, ranked #4408.

Geode Capital Management first reported a position in UTSI in Q1 2015 and has held it in 45 quarters since. The position peaked at $522K in Q4 2017. 13 funds tracked by Wall St. Rank hold UTSI as of Q1 2026.

Geode Capital Management held 12,236 shares of UTStarcom worth $30.5K as of Q1 2026.
Geode Capital Management left its UTStarcom share count unchanged in Q1 2026.
UTStarcom made up ﹤0.01% of Geode Capital Management's portfolio in Q1 2026, its #4408 holding.
Geode Capital Management first reported a position in UTStarcom in Q1 2015 and has held it in 45 quarters since.
Geode Capital Management's UTStarcom position peaked at $522K in Q4 2017.
13 funds tracked by Wall St. Rank held UTStarcom as of Q1 2026.

Based on Geode Capital Management's 13F filing for Q1 2026, filed 15 May 2026.