True Wealth Design
DOUG icon

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
Q3 		– Sell
-134
Closed -$238 – 2639
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

Citizens Financial Group
Citizens Financial Group Providence, Rhode Island $8.58B AUM 20.32% 1-Year Est. Return
PFS Partners
PFS Partners Mine Hill, New Jersey $246M AUM 22.61% 1-Year Est. Return
Collective Family Office
Collective Family Office York, Pennsylvania $484M AUM 13.93% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
Accurate Wealth Management
Accurate Wealth Management Wesley Chapel, Florida $1.16B AUM 24.67% 1-Year Est. Return
Ulland Investment Advisors
Ulland Investment Advisors Minneapolis, Minnesota $142M AUM 22.97% 1-Year Est. Return
Sterling Capital Management
Sterling Capital Management Charlotte, North Carolina $4.92B AUM 24.73% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
SBI Securities
SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return

True Wealth Design's DOUG Position: Q3 2026 in Review

True Wealth Design sold out of Douglas Elliman (DOUG) in Q3 2026, closing a stake of 134 shares — an estimated $238 sold.

True Wealth Design first reported a position in DOUG in Q4 2025 and held it in 3 quarters. The position peaked at $238 in Q2 2026. 19 funds tracked by Wall St. Rank hold DOUG as of Q3 2026.

  • True Wealth Design reported no remaining Douglas Elliman position as of Q3 2026 after selling out during the quarter.
  • True Wealth Design sold 134 Douglas Elliman shares in Q3 2026, an estimated $238.
  • True Wealth Design first reported a position in Douglas Elliman in Q4 2025 and held it in 3 quarters.
  • True Wealth Design's Douglas Elliman position peaked at $238 in Q2 2026.
  • 19 funds tracked by Wall St. Rank held Douglas Elliman as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.