WhitTier Trust Company’s UTStarcom UTSI Stock Holding History

WhitTier Trust Company’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	-83	Closed	-$230	–	1490
2025 Q2	$230	Hold	83	–	–	﹤0.01%	1412
2025 Q1	$207	Hold	83	–	–	﹤0.01%	1392
2024 Q4	$240	Hold	83	–	–	﹤0.01%	1322
2024 Q3	$256	Hold	83	–	–	﹤0.01%	1310
2024 Q2	$228	Hold	83	–	–	﹤0.01%	1250
2024 Q1	$214	Hold	83	–	–	﹤0.01%	1198
2023 Q4	$285	Hold	83	–	–	﹤0.01%	1186
2023 Q3	$311	Hold	83	–	–	﹤0.01%	1136
2023 Q2	$292	Hold	83	–	–	﹤0.01%	1150
2023 Q1	$356	Hold	83	–	–	﹤0.01%	1139
2022 Q4	$293	Hold	83	–	–	﹤0.01%	1166
2022 Q3	$0	Buy	83 +50	+152%	+$185	﹤0.01%	1179
2022 Q2	$0	Sell	33 -50	-60%	-$149	﹤0.01%	1180
2022 Q1	$0	Hold	83	–	–	﹤0.01%	1128
2021 Q4	$0	Hold	83	–	–	﹤0.01%	1119
2021 Q3	$0	Hold	83	–	–	﹤0.01%	1125
2021 Q2	$1K	Hold	83	–	–	﹤0.01%	983
2021 Q1	$0	Hold	83	–	–	﹤0.01%	1002
2020 Q4	$0	Buy	+83	New	+$376	﹤0.01%	1004

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

WhitTier Trust Company's UTSI Position: Q3 2025 in Review

WhitTier Trust Company sold out of UTStarcom (UTSI) in Q3 2025, closing a stake of 83 shares — an estimated $230 sold.

WhitTier Trust Company first reported a position in UTSI in Q4 2020 and held it in 19 quarters. The position peaked at $1K in Q2 2021. 14 funds tracked by Wall St. Rank hold UTSI as of Q3 2025.

WhitTier Trust Company reported no remaining UTStarcom position as of Q3 2025 after selling out during the quarter.
WhitTier Trust Company sold 83 UTStarcom shares in Q3 2025, an estimated $230.
WhitTier Trust Company first reported a position in UTStarcom in Q4 2020 and held it in 19 quarters.
WhitTier Trust Company's UTStarcom position peaked at $1K in Q2 2021.
14 funds tracked by Wall St. Rank held UTStarcom as of Q3 2025.

Based on WhitTier Trust Company's 13F filing for Q3 2025, filed 31 Oct 2025.