Accurate Wealth Management
DOUG icon

Accurate Wealth Management’s Douglas Elliman DOUG Stock Holding History

Accurate Wealth Management’s Portfolio DOUG Stock Details DOUG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$15.1K Hold
10,000
– – ﹤0.01% 600
2026
Q2 		$19.1K Hold
10,000
– – ﹤0.01% 576
2026
Q1 		$16.8K Buy
+10,000
New +$23.2K ﹤0.01% 532
2023
Q1 		– Sell
-424
Closed -$1.65K – 556
2022
Q4 		$1.65K Buy
+424
New +$1.69K ﹤0.01% 1247

Other funds holding DOUG

PFS Partners
PFS Partners Mine Hill, New Jersey $246M AUM 22.61% 1-Year Est. Return
Collective Family Office
Collective Family Office York, Pennsylvania $484M AUM 13.93% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
Ulland Investment Advisors
Ulland Investment Advisors Minneapolis, Minnesota $142M AUM 22.97% 1-Year Est. Return
Sterling Capital Management
Sterling Capital Management Charlotte, North Carolina $4.92B AUM 24.73% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
SBI Securities
SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return
Essential Partners
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return
Root Financial Partners
Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return

Accurate Wealth Management's DOUG Position: Q3 2026 in Review

Accurate Wealth Management held its Douglas Elliman (DOUG) position steady in Q3 2026 at 10,000 shares worth $15.1K. The position accounts for ﹤0.01% of the portfolio, ranked #600.

Accurate Wealth Management first reported a position in DOUG in Q4 2022 and has held it in 4 quarters since. The position peaked at $19.1K in Q2 2026. 17 funds tracked by Wall St. Rank hold DOUG as of Q3 2026.

  • Accurate Wealth Management held 10,000 shares of Douglas Elliman worth $15.1K as of Q3 2026.
  • Accurate Wealth Management left its Douglas Elliman share count unchanged in Q3 2026.
  • Douglas Elliman made up ﹤0.01% of Accurate Wealth Management's portfolio in Q3 2026, its #600 holding.
  • Accurate Wealth Management first reported a position in Douglas Elliman in Q4 2022 and has held it in 4 quarters since.
  • Accurate Wealth Management's Douglas Elliman position peaked at $19.1K in Q2 2026.
  • 17 funds tracked by Wall St. Rank held Douglas Elliman as of Q3 2026.

Based on Accurate Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.