Morgan Stanley’s UTStarcom UTSI Stock Holding History

Morgan Stanley’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	$71	Sell	29 -41	-59%	-$100	﹤0.01%	7874
2025 Q4	$178	Hold	70	–	–	﹤0.01%	7643
2025 Q3	$178	Hold	70	–	–	﹤0.01%	7614
2025 Q2	$195	Hold	70	–	–	﹤0.01%	7574
2025 Q1	$175	Sell	70 -33	-32%	-$85	﹤0.01%	7487
2024 Q4	$299	Buy	103 +33	+47%	+$92	﹤0.01%	7381
2024 Q3	$217	Hold	70	–	–	﹤0.01%	7379
2024 Q2	$193	Buy	70 +41	+141%	+$110	﹤0.01%	7304
2024 Q1	$75	Buy	29 +11	+61%	+$32	﹤0.01%	7405
2023 Q4	$62	Buy	18 +9	+100%	+$31	﹤0.01%	7612
2023 Q3	$34	Hold	9	–	–	﹤0.01%	7506
2023 Q2	$32	Hold	9	–	–	﹤0.01%	7563
2023 Q1	$39	Buy	+9	New	+$39	﹤0.01%	7620
2022 Q4	–	Sell	-250	Closed	-$1K	–	7967
2022 Q3	$1K	Hold	250	–	–	﹤0.01%	7610
2022 Q2	$1K	Hold	250	–	–	﹤0.01%	7709
2022 Q1	$1K	Hold	250	–	–	﹤0.01%	7874
2021 Q4	$1K	Hold	250	–	–	﹤0.01%	7890
2021 Q3	$1K	Buy	+250	New	+$1.32K	﹤0.01%	7807
2021 Q2	–	Sell	-12,032	Closed	-$68K	–	7805
2021 Q1	$68K	Sell	12,032 -11,535	-49%	-$79.9K	﹤0.01%	6206
2020 Q4	$130K	Buy	23,567 +23,525	+56,012%	+$107K	﹤0.01%	5801
2020 Q3	$0	Sell	42 -708	-94%	-$4.22K	﹤0.01%	6831
2020 Q2	$5K	Hold	750	–	–	﹤0.01%	6305
2020 Q1	$5K	Buy	+750	New	+$7.68K	﹤0.01%	6229
2019 Q3	–	Sell	-125	Closed	-$2K	–	6761
2019 Q2	$2K	Hold	125	–	–	﹤0.01%	6475
2019 Q1	$2K	Hold	125	–	–	﹤0.01%	6471
2018 Q4	$1K	Hold	125	–	–	﹤0.01%	6523
2018 Q3	$2K	Hold	125	–	–	﹤0.01%	6587
2018 Q2	$2K	Sell	125 -567	-82%	-$10.6K	﹤0.01%	6556
2018 Q1	$14K	Sell	692 -100	-13%	-$2.26K	﹤0.01%	6203
2017 Q4	$18K	Buy	792 +692	+692%	+$11.3K	﹤0.01%	6108
2017 Q3	$1K	Sell	100 -19,093	-99%	-$167K	﹤0.01%	6468
2017 Q2	$180K	Buy	19,193 +18,154	+1,747%	+$155K	﹤0.01%	5389
2017 Q1	$8K	Buy	+1,039	New	+$7.62K	﹤0.01%	6273
2016 Q3	–	Sell	-6	Closed	–	–	6568
2016 Q2	$0	Buy	+6	New	+$47	﹤0.01%	6661
2016 Q1	–	Sell	-20	Closed	–	–	6720
2015 Q4	$0	Hold	20	–	–	﹤0.01%	6797
2015 Q3	$0	Hold	20	–	–	﹤0.01%	6728
2015 Q2	$0	Hold	20	–	–	﹤0.01%	6754
2015 Q1	$0	Sell	20 -667	-97%	-$7.4K	﹤0.01%	6659
2014 Q4	$8K	Sell	687 -403	-37%	-$4.3K	﹤0.01%	6256
2014 Q3	$13K	Buy	1,090 +655	+151%	+$7.88K	﹤0.01%	6127
2014 Q2	$5K	Sell	435 -709	-62%	-$7.96K	﹤0.01%	6291
2014 Q1	$12K	Sell	1,144 -602	-34%	-$6.34K	﹤0.01%	6085
2013 Q4	$19K	Sell	1,746 -54,855	-97%	-$597K	﹤0.01%	5884
2013 Q3	$623K	Buy	56,601 +12,051	+27%	+$130K	﹤0.01%	4183
2013 Q2	$474K	Buy	+44,550	New	+$493K	﹤0.01%	4294

Other funds holding UTSI

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

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

Morgan Stanley's UTSI Position: Q1 2026 in Review

Morgan Stanley reduced its UTStarcom (UTSI) stake by 59% in Q1 2026, selling an estimated $100 and leaving 29 shares worth $71. The position accounts for ﹤0.01% of the portfolio, ranked #7874.

Morgan Stanley first reported a position in UTSI in Q2 2013 and has held it in 45 quarters since. The position peaked at $623K in Q3 2013. 13 funds tracked by Wall St. Rank hold UTSI as of Q1 2026.

Morgan Stanley held 29 shares of UTStarcom worth $71 as of Q1 2026.
Morgan Stanley sold 41 UTStarcom shares in Q1 2026, an estimated $100.
UTStarcom made up ﹤0.01% of Morgan Stanley's portfolio in Q1 2026, its #7874 holding.
Morgan Stanley first reported a position in UTStarcom in Q2 2013 and has held it in 45 quarters since.
Morgan Stanley's UTStarcom position peaked at $623K in Q3 2013.
13 funds tracked by Wall St. Rank held UTStarcom as of Q1 2026.

Based on Morgan Stanley's 13F filing for Q1 2026, filed 15 May 2026.