From your description, I don't see an issue. Since pitchers have to stop and he stopped, I would consider him set as long as his hands are together. No problem unless he is set illegally (e.g., hands too high, not in front of his body).
He can throw to 1B, step off, or pitch. If he continues his "preliminary motion" and stops again, balk him.
But you say he did none of these things. What did he do? He's not still there like that, is he?
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