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Provenance Wealth Advisors’s Douglas Elliman DOUG Stock Holding History

Provenance 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 		$10.5K Hold
6,380
– – ﹤0.01% 309
2025
Q4 		$15.1K Hold
6,380
– – ﹤0.01% 284
2025
Q3 		$18.2K Hold
6,380
– – ﹤0.01% 298
2025
Q2 		$14.8K Hold
6,380
– – ﹤0.01% 295
2025
Q1 		$11K Hold
6,380
– – ﹤0.01% 315
2024
Q4 		$10.7K Sell
6,380
-9,685
-60% -$18.6K ﹤0.01% 312
2024
Q3 		$29.4K Hold
16,065
– – ﹤0.01% 265
2024
Q2 		$18.6K Hold
16,065
– – ﹤0.01% 262
2024
Q1 		$25.4K Hold
16,065
– – ﹤0.01% 262
2023
Q4 		$47.4K Hold
16,065
– – 0.01% 210
2023
Q3 		$36.3K Buy
+16,065
New +$36.9K 0.01% 197

Other funds holding DOUG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CC
Clearline Capital New York $1.93B AUM 38.13% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Renaissance Technologies
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

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

Provenance Wealth Advisors held its Douglas Elliman (DOUG) position steady in Q1 2026 at 6,380 shares worth $10.5K. The position accounts for ﹤0.01% of the portfolio, ranked #309.

Provenance Wealth Advisors first reported a position in DOUG in Q3 2023 and has held it in 11 quarters since. The position peaked at $47.4K in Q4 2023. 131 funds tracked by Wall St. Rank hold DOUG as of Q1 2026.

  • Provenance Wealth Advisors held 6,380 shares of Douglas Elliman worth $10.5K as of Q1 2026.
  • Provenance Wealth Advisors left its Douglas Elliman share count unchanged in Q1 2026.
  • Douglas Elliman made up ﹤0.01% of Provenance Wealth Advisors's portfolio in Q1 2026, its #309 holding.
  • Provenance Wealth Advisors first reported a position in Douglas Elliman in Q3 2023 and has held it in 11 quarters since.
  • Provenance Wealth Advisors's Douglas Elliman position peaked at $47.4K in Q4 2023.
  • 131 funds tracked by Wall St. Rank held Douglas Elliman as of Q1 2026.

Based on Provenance Wealth Advisors's 13F filing for Q1 2026, filed 20 Apr 2026.