Osaic Holdings’s UTStarcom UTSI Stock Holding History

Osaic Holdings’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	$19	Hold	8	–	–	﹤0.01%	7724
2025 Q4	$20	Hold	8	–	–	﹤0.01%	7741
2025 Q3	$20	Hold	8	–	–	﹤0.01%	7828
2025 Q2	$22	Buy	+8	New	+$20	﹤0.01%	7657
2023 Q2	–	Sell	-4	Closed	-$17	–	7586
2023 Q1	$17	Hold	4	–	–	﹤0.01%	7434
2022 Q4	$0	Hold	4	–	–	﹤0.01%	7439
2022 Q3	$0	Sell	4 -108	-96%	-$399	﹤0.01%	7523
2022 Q2	$0	Hold	112	–	–	﹤0.01%	7613
2022 Q1	$0	Hold	112	–	–	﹤0.01%	7515
2021 Q4	$0	Hold	112	–	–	﹤0.01%	7584
2021 Q3	$1K	Hold	112	–	–	﹤0.01%	7085
2021 Q2	$1K	Hold	112	–	–	﹤0.01%	6897
2021 Q1	$1K	Hold	112	–	–	﹤0.01%	6702
2020 Q4	$1K	Hold	112	–	–	﹤0.01%	6282
2020 Q3	$0	Buy	112 +4	+4%	+$24	﹤0.01%	6415
2020 Q2	$1K	Hold	108	–	–	﹤0.01%	6000
2020 Q1	$1K	Buy	+108	New	+$1.11K	﹤0.01%	5931

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

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

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

Osaic Holdings's UTSI Position: Q1 2026 in Review

Osaic Holdings held its UTStarcom (UTSI) position steady in Q1 2026 at 8 shares worth $19. The position accounts for ﹤0.01% of the portfolio, ranked #7724.

Osaic Holdings first reported a position in UTSI in Q1 2020 and has held it in 17 quarters since. The position peaked at $1K in Q3 2021. 13 funds tracked by Wall St. Rank hold UTSI as of Q1 2026.

Osaic Holdings held 8 shares of UTStarcom worth $19 as of Q1 2026.
Osaic Holdings left its UTStarcom share count unchanged in Q1 2026.
UTStarcom made up ﹤0.01% of Osaic Holdings's portfolio in Q1 2026, its #7724 holding.
Osaic Holdings first reported a position in UTStarcom in Q1 2020 and has held it in 17 quarters since.
Osaic Holdings's UTStarcom position peaked at $1K in Q3 2021.
13 funds tracked by Wall St. Rank held UTStarcom as of Q1 2026.

Based on Osaic Holdings's 13F filing for Q1 2026, filed 15 May 2026.