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LGT Financial Advisors’s UTStarcom UTSI Stock Holding History

LGT Financial Advisors’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
2025
Q4 		– Sell
-50
Closed -$127 – 371
2025
Q3 		$127 Hold
50
– – ﹤0.01% 372
2025
Q2 		$140 Hold
50
– – ﹤0.01% 572
2025
Q1 		$125 Buy
+50
New +$129 ﹤0.01% 287

Other funds holding UTSI

Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
NEWAS
N.E.W. Advisory Services De Pere, Wisconsin $1.34B AUM 15.38% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

LGT Financial Advisors's UTSI Position: Q4 2025 in Review

LGT Financial Advisors sold out of UTStarcom (UTSI) in Q4 2025, closing a stake of 50 shares — an estimated $127 sold.

LGT Financial Advisors first reported a position in UTSI in Q1 2025 and held it in 3 quarters. The position peaked at $140 in Q2 2025. 11 funds tracked by Wall St. Rank hold UTSI as of Q4 2025.

  • LGT Financial Advisors reported no remaining UTStarcom position as of Q4 2025 after selling out during the quarter.
  • LGT Financial Advisors sold 50 UTStarcom shares in Q4 2025, an estimated $127.
  • LGT Financial Advisors first reported a position in UTStarcom in Q1 2025 and held it in 3 quarters.
  • LGT Financial Advisors's UTStarcom position peaked at $140 in Q2 2025.
  • 11 funds tracked by Wall St. Rank held UTStarcom as of Q4 2025.

Based on LGT Financial Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.