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 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 $5.72T AUM 30.48% 1-Year Est. Return

Clearline Capital New York $1.93B AUM 38.13% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

EverSource Wealth Advisors's DOUG Position: Q1 2026 in Review

EverSource Wealth Advisors increased its Douglas Elliman (DOUG) stake by 676% in Q1 2026, buying an estimated $533 and bringing the position to 264 shares worth $434. The position accounts for ﹤0.01% of the portfolio, ranked #4094.

EverSource Wealth Advisors first reported a position in DOUG in Q4 2021 and has held it in 5 quarters since. The position peaked at $15.3K in Q4 2022. 131 funds tracked by Wall St. Rank hold DOUG as of Q1 2026.

EverSource Wealth Advisors held 264 shares of Douglas Elliman worth $434 as of Q1 2026.
EverSource Wealth Advisors bought 230 Douglas Elliman shares in Q1 2026, an estimated $533.
Douglas Elliman made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q1 2026, its #4094 holding.
EverSource Wealth Advisors first reported a position in Douglas Elliman in Q4 2021 and has held it in 5 quarters since.
EverSource Wealth Advisors's Douglas Elliman position peaked at $15.3K in Q4 2022.
131 funds tracked by Wall St. Rank held Douglas Elliman as of Q1 2026.

Based on EverSource Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.