EverSource Wealth Advisors’s Douglas Elliman DOUG Stock Holding History

EverSource Wealth Advisors’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	$1.5K	Buy	849 +585	+222%	+$1.05K	﹤0.01%	3832
2026 Q1	$434	Buy	264 +230	+676%	+$533	﹤0.01%	4094
2025 Q4	$81	Buy	+34	New	+$87	﹤0.01%	4127
2023 Q2	–	Sell	-635	Closed	-$1.88K	–	2518
2023 Q1	$1.88K	Sell	635 -3,310	-84%	-$13.2K	﹤0.01%	1948
2022 Q4	$15.3K	Buy	+3,945	New	+$15.7K	﹤0.01%	1162
2022 Q1	–	Sell	-163	Closed	-$2K	–	1744
2021 Q4	$2K	Buy	+163	New	+$1.83K	﹤0.01%	1531

Other funds holding DOUG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Clearline Capital New York $1.68B AUM 53.07% 1-Year Est. Return

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 Malvern, Pennsylvania $4.68T AUM

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 Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

EverSource Wealth Advisors's DOUG Position: Q2 2026 in Review

EverSource Wealth Advisors increased its Douglas Elliman (DOUG) stake by 222% in Q2 2026, buying an estimated $1.05K and bringing the position to 849 shares worth $1.5K. The position accounts for ﹤0.01% of the portfolio, ranked #3832.

EverSource Wealth Advisors first reported a position in DOUG in Q4 2021 and has held it in 6 quarters since. The position peaked at $15.3K in Q4 2022. 132 funds tracked by Wall St. Rank hold DOUG as of Q2 2026.

EverSource Wealth Advisors held 849 shares of Douglas Elliman worth $1.5K as of Q2 2026.
EverSource Wealth Advisors bought 585 Douglas Elliman shares in Q2 2026, an estimated $1.05K.
Douglas Elliman made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #3832 holding.
EverSource Wealth Advisors first reported a position in Douglas Elliman in Q4 2021 and has held it in 6 quarters since.
EverSource Wealth Advisors's Douglas Elliman position peaked at $15.3K in Q4 2022.
132 funds tracked by Wall St. Rank held Douglas Elliman as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.