Allworth Financial’s Douglas Elliman DOUG Stock Holding History

Allworth Financial’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 Q1	$1.37K	Buy	833 +471	+130%	+$1.09K	﹤0.01%	4473
2025 Q4	$858	Buy	362 +1	+0.3%	+$3	﹤0.01%	4402
2025 Q3	$1.03K	Buy	361 +4	+1%	+$10	﹤0.01%	4243
2025 Q2	$829	Hold	357	–	–	﹤0.01%	4009
2025 Q1	$582	Buy	357 +2	+0.6%	+$4	﹤0.01%	3640
2024 Q4	$625	Hold	355	–	–	﹤0.01%	3547
2024 Q3	$650	Hold	355	–	–	﹤0.01%	3357
2024 Q2	$473	Hold	355	–	–	﹤0.01%	3386
2024 Q1	$561	Hold	355	–	–	﹤0.01%	3256
2023 Q4	$1.05K	Hold	355	–	–	﹤0.01%	2932
2023 Q3	$803	Hold	355	–	–	﹤0.01%	2913
2023 Q2	$789	Sell	355 -1	-0.3%	-$3	﹤0.01%	2801
2023 Q1	$1.05K	Sell	356 -3,358	-90%	-$13.4K	﹤0.01%	2652
2022 Q4	$14.4K	Buy	3,714 +3,329	+865%	+$13.3K	﹤0.01%	1538
2022 Q3	$2K	Buy	385 +43	+13%	+$212	﹤0.01%	2134
2022 Q2	$2K	Sell	342 -156	-31%	-$864	﹤0.01%	1990
2022 Q1	$3K	Buy	498 +2	+0.4%	+$15	﹤0.01%	1706
2021 Q4	$5K	Buy	+496	New	+$5.58K	﹤0.01%	1547

Other funds holding DOUG

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Clearline Capital New York $1.93B AUM 38.13% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

MCM

Moerus Capital Management New York $271M AUM 58.78% 1-Year Est. Return

PCM

Portolan Capital Management Boston, Massachusetts $1.88B AUM 115.74% 1-Year Est. Return

GCCM

Gate City Capital Management Chicago, Illinois $257M AUM 37.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Allworth Financial's DOUG Position: Q1 2026 in Review

Allworth Financial increased its Douglas Elliman (DOUG) stake by 130% in Q1 2026, buying an estimated $1.09K and bringing the position to 833 shares worth $1.37K. The position accounts for ﹤0.01% of the portfolio, ranked #4473.

Allworth Financial first reported a position in DOUG in Q4 2021 and has held it in 18 quarters since. The position peaked at $14.4K in Q4 2022. 131 funds tracked by Wall St. Rank hold DOUG as of Q1 2026.

Allworth Financial held 833 shares of Douglas Elliman worth $1.37K as of Q1 2026.
Allworth Financial bought 471 Douglas Elliman shares in Q1 2026, an estimated $1.09K.
Douglas Elliman made up ﹤0.01% of Allworth Financial's portfolio in Q1 2026, its #4473 holding.
Allworth Financial first reported a position in Douglas Elliman in Q4 2021 and has held it in 18 quarters since.
Allworth Financial's Douglas Elliman position peaked at $14.4K in Q4 2022.
131 funds tracked by Wall St. Rank held Douglas Elliman as of Q1 2026.

Based on Allworth Financial's 13F filing for Q1 2026, filed 15 May 2026.