N.E.W. Advisory Services’s UTStarcom UTSI Stock Holding History

N.E.W. Advisory Services’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 Q2	$4.36K	Hold	1,750	–	–	﹤0.01%	758
2026 Q1	$4.27K	Hold	1,750	–	–	﹤0.01%	756
2025 Q4	$4.45K	Hold	1,750	–	–	﹤0.01%	717
2025 Q3	$4.45K	Hold	1,750	–	–	﹤0.01%	675
2025 Q2	$4.88K	Hold	1,750	–	–	﹤0.01%	659
2025 Q1	$4.38K	Buy	+1,750	New	+$4.53K	﹤0.01%	721

Other funds holding UTSI

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

SBI Securities Tokyo, Japan $4.4B AUM 74.26% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

BIM

Bullseye Investment Management Cincinnati, Ohio $203M AUM 11% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

N.E.W. Advisory Services's UTSI Position: Q2 2026 in Review

N.E.W. Advisory Services held its UTStarcom (UTSI) position steady in Q2 2026 at 1,750 shares worth $4.36K. The position accounts for ﹤0.01% of the portfolio, ranked #758.

N.E.W. Advisory Services first reported a position in UTSI in Q1 2025 and has held it in 6 quarters since. The position peaked at $4.88K in Q2 2025. 12 funds tracked by Wall St. Rank hold UTSI as of Q2 2026.

N.E.W. Advisory Services held 1,750 shares of UTStarcom worth $4.36K as of Q2 2026.
N.E.W. Advisory Services left its UTStarcom share count unchanged in Q2 2026.
UTStarcom made up ﹤0.01% of N.E.W. Advisory Services's portfolio in Q2 2026, its #758 holding.
N.E.W. Advisory Services first reported a position in UTStarcom in Q1 2025 and has held it in 6 quarters since.
N.E.W. Advisory Services's UTStarcom position peaked at $4.88K in Q2 2025.
12 funds tracked by Wall St. Rank held UTStarcom as of Q2 2026.

Based on N.E.W. Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.