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Congress Wealth Management’s United States Antimony UAMY Stock Holding History

Congress Wealth Management’s Portfolio UAMY Stock Details UAMY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$305K Sell
140,000
-20,000
-13% -$56.7K ﹤0.01% 1066
2025
Q1 		$352K Buy
+160,000
New +$277K ﹤0.01% 907

Other funds holding UAMY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
PCA
Prospect Capital Advisors Sausalito, California $220M AUM 60.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Congress Wealth Management's UAMY Position: Q2 2025 in Review

Congress Wealth Management reduced its United States Antimony (UAMY) stake by 13% in Q2 2025, selling an estimated $56.7K and leaving 140,000 shares worth $305K. The position accounts for ﹤0.01% of the portfolio, ranked #1066.

Congress Wealth Management first reported a position in UAMY in Q1 2025 and has held it in 2 quarters since. The position peaked at $352K in Q1 2025. 118 funds tracked by Wall St. Rank hold UAMY as of Q2 2025.

  • Congress Wealth Management held 140,000 shares of United States Antimony worth $305K as of Q2 2025.
  • Congress Wealth Management sold 20,000 United States Antimony shares in Q2 2025, an estimated $56.7K.
  • United States Antimony made up ﹤0.01% of Congress Wealth Management's portfolio in Q2 2025, its #1066 holding.
  • Congress Wealth Management first reported a position in United States Antimony in Q1 2025 and has held it in 2 quarters since.
  • Congress Wealth Management's United States Antimony position peaked at $352K in Q1 2025.
  • 118 funds tracked by Wall St. Rank held United States Antimony as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.