Cassaday & Co Wealth Management
DOUG icon

Cassaday & Co Wealth Management’s Douglas Elliman DOUG Stock Holding History

Cassaday & Co 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 		$8 Hold
5
– – ﹤0.01% 1255
2026
Q2 		$9 Hold
5
– – ﹤0.01% 1309
2026
Q1 		$9 Buy
+5
New +$12 ﹤0.01% 1359

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Cassaday & Co Wealth Management's DOUG Position: Q3 2026 in Review

Cassaday & Co Wealth Management held its Douglas Elliman (DOUG) position steady in Q3 2026 at 5 shares worth $8. The position accounts for ﹤0.01% of the portfolio, ranked #1255.

Cassaday & Co Wealth Management first reported a position in DOUG in Q1 2026 and has held it in 3 quarters since. The position peaked at $9 in Q2 2026. 29 funds tracked by Wall St. Rank hold DOUG as of Q3 2026.

  • Cassaday & Co Wealth Management held 5 shares of Douglas Elliman worth $8 as of Q3 2026.
  • Cassaday & Co Wealth Management left its Douglas Elliman share count unchanged in Q3 2026.
  • Douglas Elliman made up ﹤0.01% of Cassaday & Co Wealth Management's portfolio in Q3 2026, its #1255 holding.
  • Cassaday & Co Wealth Management first reported a position in Douglas Elliman in Q1 2026 and has held it in 3 quarters since.
  • Cassaday & Co Wealth Management's Douglas Elliman position peaked at $9 in Q2 2026.
  • 29 funds tracked by Wall St. Rank held Douglas Elliman as of Q3 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q3 2026, filed 27 Oct 2026.