William Blair & Company
UYG icon

William Blair & Company’s ProShares Ultra Financials UYG Stock Holding History

William Blair & Company’s Portfolio UYG Stock Details UYG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$449K Sell
6,115
-25
-0.4% -$2.06K ﹤0.01% 1187
2025
Q4 		$564K Hold
6,140
– – ﹤0.01% 1099
2025
Q3 		$609K Hold
6,140
– – ﹤0.01% 1054
2025
Q2 		$587K Hold
6,140
– – ﹤0.01% 1047
2025
Q1 		$547K Hold
6,140
– – ﹤0.01% 1062
2024
Q4 		$525K Sell
6,140
-5
-0.1% -$431 ﹤0.01% 1084
2024
Q3 		$470K Sell
6,145
-35
-0.6% -$2.5K ﹤0.01% 1133
2024
Q2 		$395K Hold
6,180
– – ﹤0.01% 1167
2024
Q1 		$422K Sell
6,180
-600
-9% -$36.1K ﹤0.01% 1131
2023
Q4 		$374K Sell
6,780
-75
-1% -$3.53K ﹤0.01% 1154
2023
Q3 		$299K Hold
6,855
– – ﹤0.01% 1235
2023
Q2 		$313K Hold
6,855
– – ﹤0.01% 1234
2023
Q1 		$290K Sell
6,855
-3,780
-36% -$182K ﹤0.01% 1256
2022
Q4 		$485K Hold
10,635
– – ﹤0.01% 1048
2022
Q3 		$404K Hold
10,635
– – ﹤0.01% 1118
2022
Q2 		$459K Hold
10,635
– – ﹤0.01% 1094
2022
Q1 		$671K Buy
10,635
+600
+6% +$38.5K ﹤0.01% 1055
2021
Q4 		$679K Hold
10,035
– – ﹤0.01% 1097
2021
Q3 		$636K Hold
10,035
– – ﹤0.01% 1075
2021
Q2 		$620K Hold
10,035
– – ﹤0.01% 1080
2021
Q1 		$530K Sell
10,035
-3
-0% -$143 ﹤0.01% 1103
2020
Q4 		$425K Buy
10,038
+3
+0% +$109 ﹤0.01% 1139
2020
Q3 		$310K Sell
10,035
-1,860
-16% -$58.6K ﹤0.01% 1136
2020
Q2 		$346K Hold
11,895
– – ﹤0.01% 1040
2020
Q1 		$282K Hold
11,895
– – ﹤0.01% 1034
2019
Q4 		$638K Hold
11,895
– – ﹤0.01% 914
2019
Q3 		$558K Hold
11,895
– – ﹤0.01% 912
2019
Q2 		$535K Hold
11,895
– – ﹤0.01% 954
2019
Q1 		$486K Hold
11,895
– – ﹤0.01% 979
2018
Q4 		$388K Sell
11,895
-501
-4% -$19.2K ﹤0.01% 990
2018
Q3 		$536K Hold
12,396
– – ﹤0.01% 938
2018
Q2 		$501K Hold
12,396
– – ﹤0.01% 950
2018
Q1 		$509K Sell
12,396
-3,924
-24% -$172K ﹤0.01% 923
2017
Q4 		$696K Buy
16,320
+4,470
+38% +$180K ﹤0.01% 858
2017
Q3 		$446K Sell
11,850
-300
-2% -$10.7K ﹤0.01% 967
2017
Q2 		$421K Hold
12,150
– – ﹤0.01% 1040
2017
Q1 		$414K Sell
12,150
-300
-2% -$9.76K ﹤0.01% 959
2016
Q4 		$384K Hold
12,450
– – ﹤0.01% 925
2016
Q3 		$302K Hold
12,450
– – ﹤0.01% 1010
2016
Q2 		$275K Hold
12,450
– – ﹤0.01% 1013
2016
Q1 		$267K Buy
+12,450
New +$246K ﹤0.01% 974

Other funds holding UYG

CCWM
Cassaday & Co Wealth Management Mclean, Virginia $4.69B AUM 20.56% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
PFPG
Pinnacle Financial Partners (Georgia) Atlanta, Georgia $13.1B AUM
QCM
Quantinno Capital Management New York $59.9B AUM 28.07% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
CICI
Capital Investment Counsel Inc Raleigh, North Carolina $929M AUM 53.07% 1-Year Est. Return

William Blair & Company's UYG Position: Q1 2026 in Review

William Blair & Company reduced its ProShares Ultra Financials (UYG) stake by 0.41% in Q1 2026, selling an estimated $2.06K and leaving 6,115 shares worth $449K. The position accounts for ﹤0.01% of the portfolio, ranked #1187.

William Blair & Company first reported a position in UYG in Q1 2016 and has held it in 41 quarters since. The position peaked at $696K in Q4 2017. 62 funds tracked by Wall St. Rank hold UYG as of Q1 2026.

  • William Blair & Company held 6,115 shares of ProShares Ultra Financials worth $449K as of Q1 2026.
  • William Blair & Company sold 25 ProShares Ultra Financials shares in Q1 2026, an estimated $2.06K.
  • ProShares Ultra Financials made up ﹤0.01% of William Blair & Company's portfolio in Q1 2026, its #1187 holding.
  • William Blair & Company first reported a position in ProShares Ultra Financials in Q1 2016 and has held it in 41 quarters since.
  • William Blair & Company's ProShares Ultra Financials position peaked at $696K in Q4 2017.
  • 62 funds tracked by Wall St. Rank held ProShares Ultra Financials as of Q1 2026.

Based on William Blair & Company's 13F filing for Q1 2026, filed 8 May 2026.