Collective Family Office’s Douglas Elliman DOUG Stock Holding History

Collective Family Office’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	$28.3K	Hold	16,000	–	–	0.01%	161
2026 Q1	$26.2K	Hold	16,000	–	–	0.01%	156
2025 Q4	$37.9K	Hold	16,000	–	–	0.01%	156
2025 Q3	$45.8K	Buy	+16,000	New	+$42K	0.01%	160

Other funds holding DOUG

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

PFS Partners Mine Hill, New Jersey $247M AUM 29.02% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

AWM

Accurate Wealth Management Wesley Chapel, Florida $1.05B AUM 30.92% 1-Year Est. Return

FHC

First Horizon Corporation Memphis, Tennessee $2.6B AUM 23.72% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

TWD

True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return

FFO

Fortitude Family Office Scottsdale, Arizona $516M AUM 28.38% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

Collective Family Office's DOUG Position: Q2 2026 in Review

Collective Family Office held its Douglas Elliman (DOUG) position steady in Q2 2026 at 16,000 shares worth $28.3K. The position accounts for 0.01% of the portfolio, ranked #161.

Collective Family Office first reported a position in DOUG in Q3 2025 and has held it in 4 quarters since. The position peaked at $45.8K in Q3 2025. 11 funds tracked by Wall St. Rank hold DOUG as of Q2 2026.

Collective Family Office held 16,000 shares of Douglas Elliman worth $28.3K as of Q2 2026.
Collective Family Office left its Douglas Elliman share count unchanged in Q2 2026.
Douglas Elliman made up 0.01% of Collective Family Office's portfolio in Q2 2026, its #161 holding.
Collective Family Office first reported a position in Douglas Elliman in Q3 2025 and has held it in 4 quarters since.
Collective Family Office's Douglas Elliman position peaked at $45.8K in Q3 2025.
11 funds tracked by Wall St. Rank held Douglas Elliman as of Q2 2026.

Based on Collective Family Office's 13F filing for Q2 2026, filed 2 Jul 2026.