Raymond James Financial’s UTStarcom UTSI Stock Holding History

Raymond James Financial’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 Q3	–	Sell	-54	Closed	-$151	–	6694
2025 Q2	$151	Buy	+54	New	+$133	﹤0.01%	6809

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

NEWAS

N.E.W. Advisory Services De Pere, Wisconsin $1.34B AUM 15.38% 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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

LFA

LGT Financial Advisors Dallas, Texas $18.9M AUM 25.06% 1-Year Est. Return

GCM

Gables Capital Management Miami, Florida $236M AUM 32.91% 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

Raymond James Financial's UTSI Position: Q3 2025 in Review

Raymond James Financial sold out of UTStarcom (UTSI) in Q3 2025, closing a stake of 54 shares — an estimated $151 sold.

Raymond James Financial first reported a position in UTSI in Q2 2025 and held it in 1 quarter. The position peaked at $151 in Q2 2025. 14 funds tracked by Wall St. Rank hold UTSI as of Q3 2025.

Raymond James Financial reported no remaining UTStarcom position as of Q3 2025 after selling out during the quarter.
Raymond James Financial sold 54 UTStarcom shares in Q3 2025, an estimated $151.
Raymond James Financial first reported a position in UTStarcom in Q2 2025 and held it in 1 quarter.
Raymond James Financial's UTStarcom position peaked at $151 in Q2 2025.
14 funds tracked by Wall St. Rank held UTStarcom as of Q3 2025.

Based on Raymond James Financial's 13F filing for Q3 2025, filed 14 Nov 2025.