CCWM
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
Q2 		$9 Hold
5
– – ﹤0.01% 1309
2026
Q1 		$9 Buy
+5
New +$12 ﹤0.01% 1359

Other funds holding DOUG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
CC
Clearline Capital New York $1.68B AUM 53.07% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
MCM
Moerus Capital Management New York $224M AUM 42.2% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
PCM
Portolan Capital Management Boston, Massachusetts $2.67B AUM 169.09% 1-Year Est. Return
GCCM
Gate City Capital Management Chicago, Illinois $386M AUM 142.77% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

Cassaday & Co Wealth Management's DOUG Position: Q2 2026 in Review

Cassaday & Co Wealth Management held its Douglas Elliman (DOUG) position steady in Q2 2026 at 5 shares worth $9. The position accounts for ﹤0.01% of the portfolio, ranked #1309.

Cassaday & Co Wealth Management first reported a position in DOUG in Q1 2026 and has held it in 2 quarters since. 132 funds tracked by Wall St. Rank hold DOUG as of Q2 2026.

  • Cassaday & Co Wealth Management held 5 shares of Douglas Elliman worth $9 as of Q2 2026.
  • Cassaday & Co Wealth Management left its Douglas Elliman share count unchanged in Q2 2026.
  • Douglas Elliman made up ﹤0.01% of Cassaday & Co Wealth Management's portfolio in Q2 2026, its #1309 holding.
  • Cassaday & Co Wealth Management first reported a position in Douglas Elliman in Q1 2026 and has held it in 2 quarters since.
  • 132 funds tracked by Wall St. Rank held Douglas Elliman as of Q2 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.