Carson Wealth (CWM LLC)
DOUG icon

Carson Wealth (CWM LLC)’s Douglas Elliman DOUG Stock Holding History

Carson Wealth (CWM LLC)’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 		$14.7K Buy
8,984
+7,810
+665% +$18.1K ﹤0.01% 4605
2025
Q4 		$3K Buy
1,174
+1,061
+939% +$2.73K ﹤0.01% 4962
2025
Q3 		$0 Buy
113
+107
+1,783% +$281 ﹤0.01% 5325
2025
Q2 		$0 Hold
6
– – ﹤0.01% 5152
2025
Q1 		$0 Hold
6
– – ﹤0.01% 5085
2024
Q4 		$0 Hold
6
– – ﹤0.01% 4958
2024
Q3 		$0 Sell
6
-1,104
-99% -$1.89K ﹤0.01% 4890
2024
Q2 		$1K Buy
1,110
+1,105
+22,100% +$1.39K ﹤0.01% 4361
2024
Q1 		$0 Buy
+5
New +$10 ﹤0.01% 4402
2023
Q4 		– Sell
-154
Closed – – 4216
2023
Q3 		$0 Sell
154
-553
-78% -$1.27K ﹤0.01% 4244
2023
Q2 		$2K Sell
707
-2,423
-77% -$6.65K ﹤0.01% 3779
2023
Q1 		$9K Sell
3,130
-669
-18% -$2.67K ﹤0.01% 2999
2022
Q4 		$15K Sell
3,799
-1,578
-29% -$6.29K ﹤0.01% 2547
2022
Q3 		$21K Buy
5,377
+4,685
+677% +$23.1K ﹤0.01% 2188
2022
Q2 		$3K Buy
+692
New +$3.83K ﹤0.01% 3181
2022
Q1 		– Sell
-606
Closed -$7K – 3588
2021
Q4 		$7K Buy
+606
New +$6.82K ﹤0.01% 2538

Other funds holding DOUG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CC
Clearline Capital New York $1.93B AUM 38.13% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Renaissance Technologies
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Carson Wealth (CWM LLC)'s DOUG Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Douglas Elliman (DOUG) stake by 665% in Q1 2026, buying an estimated $18.1K and bringing the position to 8,984 shares worth $14.7K. The position accounts for ﹤0.01% of the portfolio, ranked #4605.

Carson Wealth (CWM LLC) first reported a position in DOUG in Q4 2021 and has held it in 16 quarters since. The position peaked at $21K in Q3 2022. 131 funds tracked by Wall St. Rank hold DOUG as of Q1 2026.

  • Carson Wealth (CWM LLC) held 8,984 shares of Douglas Elliman worth $14.7K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 7,810 Douglas Elliman shares in Q1 2026, an estimated $18.1K.
  • Douglas Elliman made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4605 holding.
  • Carson Wealth (CWM LLC) first reported a position in Douglas Elliman in Q4 2021 and has held it in 16 quarters since.
  • Carson Wealth (CWM LLC)'s Douglas Elliman position peaked at $21K in Q3 2022.
  • 131 funds tracked by Wall St. Rank held Douglas Elliman as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.