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United Capital Financial Advisors’s Douglas Elliman DOUG Stock Holding History

United Capital Financial 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 		$25.3K Sell
15,444
-3,845
-20% -$8.91K ﹤0.01% 1627
2025
Q4 		$45.7K Sell
19,289
-1,262
-6% -$3.25K ﹤0.01% 1363
2025
Q3 		$58.8K Buy
20,551
+1,262
+7% +$3.31K ﹤0.01% 1195
2025
Q2 		$44.8K Sell
19,289
-721
-4% -$1.54K ﹤0.01% 1088
2025
Q1 		$34.4K Hold
20,010
– – ﹤0.01% 1058
2024
Q4 		$33.4K Buy
20,010
+2,136
+12% +$4.11K ﹤0.01% 1057
2024
Q3 		$32.7K Buy
17,874
+7,799
+77% +$13.4K ﹤0.01% 1047
2024
Q2 		$11.7K Buy
+10,075
New +$12.7K ﹤0.01% 1030
2024
Q1 		– Sell
-16,223
Closed -$47.9K – 1092
2023
Q4 		$47.9K Buy
+16,223
New +$34K ﹤0.01% 1055

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

United Capital Financial Advisors's DOUG Position: Q1 2026 in Review

United Capital Financial Advisors reduced its Douglas Elliman (DOUG) stake by 20% in Q1 2026, selling an estimated $8.91K and leaving 15,444 shares worth $25.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1627.

United Capital Financial Advisors first reported a position in DOUG in Q4 2023 and has held it in 9 quarters since. The position peaked at $58.8K in Q3 2025. 131 funds tracked by Wall St. Rank hold DOUG as of Q1 2026.

  • United Capital Financial Advisors held 15,444 shares of Douglas Elliman worth $25.3K as of Q1 2026.
  • United Capital Financial Advisors sold 3,845 Douglas Elliman shares in Q1 2026, an estimated $8.91K.
  • Douglas Elliman made up ﹤0.01% of United Capital Financial Advisors's portfolio in Q1 2026, its #1627 holding.
  • United Capital Financial Advisors first reported a position in Douglas Elliman in Q4 2023 and has held it in 9 quarters since.
  • United Capital Financial Advisors's Douglas Elliman position peaked at $58.8K in Q3 2025.
  • 131 funds tracked by Wall St. Rank held Douglas Elliman as of Q1 2026.

Based on United Capital Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.