Partners Wealth Management’s Douglas Elliman DOUG Stock Holding History

Partners 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	$479K	Buy	+315,290	New	+$567K	0.05%	287

Other funds holding DOUG

Pavaki Capital Management Pueblo, Colorado $294M AUM 34.46% 1-Year Est. Return

DIS

Diversified Investment Strategies Baton Rouge, Louisiana $154M AUM 22.39% 1-Year Est. Return

Oppenheimer & Co New York $9.5B AUM 27.65% 1-Year Est. Return

Citizens Financial Group Providence, Rhode Island $8.58B AUM 20.32% 1-Year Est. Return

PFS Partners Mine Hill, New Jersey $246M AUM 22.61% 1-Year Est. Return

Collective Family Office York, Pennsylvania $484M AUM 13.93% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Accurate Wealth Management Wesley Chapel, Florida $1.16B AUM 24.67% 1-Year Est. Return

Partners Wealth Management's DOUG Position: Q3 2026 in Review

Partners Wealth Management opened a new position in Douglas Elliman (DOUG) in Q3 2026: 315,290 shares worth $479K. The stake represents 0.05% of the portfolio and ranks #287 among its holdings.

27 funds tracked by Wall St. Rank hold DOUG as of Q3 2026.

Partners Wealth Management held 315,290 shares of Douglas Elliman worth $479K as of Q3 2026.
Douglas Elliman was a new Partners Wealth Management position in Q3 2026.
Douglas Elliman made up 0.05% of Partners Wealth Management's portfolio in Q3 2026, its #287 holding.
27 funds tracked by Wall St. Rank held Douglas Elliman as of Q3 2026.

Based on Partners Wealth Management's 13F filing for Q3 2026, filed 28 Oct 2026.