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 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 $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

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

N.E.W. Advisory Services's UTSI Position: Q1 2026 in Review

N.E.W. Advisory Services held its UTStarcom (UTSI) position steady in Q1 2026 at 1,750 shares worth $4.27K. The position accounts for ﹤0.01% of the portfolio, ranked #756.

N.E.W. Advisory Services first reported a position in UTSI in Q1 2025 and has held it in 5 quarters since. The position peaked at $4.88K in Q2 2025. 13 funds tracked by Wall St. Rank hold UTSI as of Q1 2026.

N.E.W. Advisory Services held 1,750 shares of UTStarcom worth $4.27K as of Q1 2026.
N.E.W. Advisory Services left its UTStarcom share count unchanged in Q1 2026.
UTStarcom made up ﹤0.01% of N.E.W. Advisory Services's portfolio in Q1 2026, its #756 holding.
N.E.W. Advisory Services first reported a position in UTStarcom in Q1 2025 and has held it in 5 quarters since.
N.E.W. Advisory Services's UTStarcom position peaked at $4.88K in Q2 2025.
13 funds tracked by Wall St. Rank held UTStarcom as of Q1 2026.

Based on N.E.W. Advisory Services's 13F filing for Q1 2026, filed 5 May 2026.