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True Wealth Design’s Douglas Elliman DOUG Stock Holding History

True Wealth Design’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 		$238 Buy
134
+52
+63% +$93 ﹤0.01% 2410
2026
Q1 		$135 Buy
82
+74
+925% +$172 ﹤0.01% 2411
2025
Q4 		$19 Buy
+8
New +$21 ﹤0.01% 2485

Other funds holding DOUG

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CFO
Collective Family Office York, Pennsylvania $489M AUM 21.64% 1-Year Est. Return
AWM
Accurate Wealth Management Wesley Chapel, Florida $1.05B AUM 30.92% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

True Wealth Design's DOUG Position: Q2 2026 in Review

True Wealth Design increased its Douglas Elliman (DOUG) stake by 63% in Q2 2026, buying an estimated $93 and bringing the position to 134 shares worth $238. The position accounts for ﹤0.01% of the portfolio, ranked #2410.

True Wealth Design first reported a position in DOUG in Q4 2025 and has held it in 3 quarters since. 6 funds tracked by Wall St. Rank hold DOUG as of Q2 2026.

  • True Wealth Design held 134 shares of Douglas Elliman worth $238 as of Q2 2026.
  • True Wealth Design bought 52 Douglas Elliman shares in Q2 2026, an estimated $93.
  • Douglas Elliman made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #2410 holding.
  • True Wealth Design first reported a position in Douglas Elliman in Q4 2025 and has held it in 3 quarters since.
  • 6 funds tracked by Wall St. Rank held Douglas Elliman as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.