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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
Q2 		$23.3K Sell
13,153
-2,291
-15% -$4.11K ﹤0.01% 1616
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 $6.73T AUM 46.02% 1-Year Est. Return
CC
Clearline Capital New York $1.68B AUM 53.07% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
MCM
Moerus Capital Management New York $224M AUM 42.2% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
PCM
Portolan Capital Management Boston, Massachusetts $2.67B AUM 169.09% 1-Year Est. Return
GCCM
Gate City Capital Management Chicago, Illinois $386M AUM 142.77% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

United Capital Financial Advisors's DOUG Position: Q2 2026 in Review

United Capital Financial Advisors reduced its Douglas Elliman (DOUG) stake by 15% in Q2 2026, selling an estimated $4.11K and leaving 13,153 shares worth $23.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1616.

United Capital Financial Advisors first reported a position in DOUG in Q4 2023 and has held it in 10 quarters since. The position peaked at $58.8K in Q3 2025. 132 funds tracked by Wall St. Rank hold DOUG as of Q2 2026.

  • United Capital Financial Advisors held 13,153 shares of Douglas Elliman worth $23.3K as of Q2 2026.
  • United Capital Financial Advisors sold 2,291 Douglas Elliman shares in Q2 2026, an estimated $4.11K.
  • Douglas Elliman made up ﹤0.01% of United Capital Financial Advisors's portfolio in Q2 2026, its #1616 holding.
  • United Capital Financial Advisors first reported a position in Douglas Elliman in Q4 2023 and has held it in 10 quarters since.
  • United Capital Financial Advisors's Douglas Elliman position peaked at $58.8K in Q3 2025.
  • 132 funds tracked by Wall St. Rank held Douglas Elliman as of Q2 2026.

Based on United Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.