Vise Technologies
DOUG icon

Vise Technologies’s Douglas Elliman DOUG Stock Holding History

Vise Technologies’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 		$809K Buy
532,487
+384,668
+260% +$692K 0.01% 1094
2026
Q2 		$262K Buy
+147,819
New +$265K ﹤0.01% 1527

Other funds holding DOUG

Pavaki Capital Management
Pavaki Capital Management Pueblo, Colorado $294M AUM 34.46% 1-Year Est. Return
Partners Wealth Management
Partners Wealth Management Carmel By The Sea, California $961M AUM 24.89% 1-Year Est. Return
DIS
Diversified Investment Strategies Baton Rouge, Louisiana $154M AUM 22.39% 1-Year Est. Return
Oppenheimer & Co
Oppenheimer & Co New York $9.5B AUM 27.65% 1-Year Est. Return
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
Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Vise Technologies's DOUG Position: Q3 2026 in Review

Vise Technologies increased its Douglas Elliman (DOUG) stake by 260% in Q3 2026, buying an estimated $692K and bringing the position to 532,487 shares worth $809K. The position accounts for 0.01% of the portfolio, ranked #1094.

Vise Technologies first reported a position in DOUG in Q2 2026 and has held it in 2 quarters since. 29 funds tracked by Wall St. Rank hold DOUG as of Q3 2026.

  • Vise Technologies held 532,487 shares of Douglas Elliman worth $809K as of Q3 2026.
  • Vise Technologies bought 384,668 Douglas Elliman shares in Q3 2026, an estimated $692K.
  • Douglas Elliman made up 0.01% of Vise Technologies's portfolio in Q3 2026, its #1094 holding.
  • Vise Technologies first reported a position in Douglas Elliman in Q2 2026 and has held it in 2 quarters since.
  • 29 funds tracked by Wall St. Rank held Douglas Elliman as of Q3 2026.

Based on Vise Technologies's 13F filing for Q3 2026, filed 29 Oct 2026.