Wealth Enhancement Advisory Services
DOUG icon

Wealth Enhancement Advisory Services’s Douglas Elliman DOUG Stock Holding History

Wealth Enhancement Advisory Services’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 		$19.2K Sell
12,308
-14,726
-54% -$26.5K ﹤0.01% 4133
2026
Q2 		$51.6K Buy
+27,034
New +$48.5K ﹤0.01% 3913

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DIS
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Oppenheimer & Co
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Citizens Financial Group
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PFS Partners
PFS Partners Mine Hill, New Jersey $246M AUM 22.61% 1-Year Est. Return
STRS Ohio
STRS Ohio Columbus, Ohio $27.1B AUM 34.64% 1-Year Est. Return
Collective Family Office
Collective Family Office York, Pennsylvania $484M AUM 13.93% 1-Year Est. Return
Park Avenue Securities
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Wealth Enhancement Advisory Services's DOUG Position: Q3 2026 in Review

Wealth Enhancement Advisory Services reduced its Douglas Elliman (DOUG) stake by 54% in Q3 2026, selling an estimated $26.5K and leaving 12,308 shares worth $19.2K. The position accounts for ﹤0.01% of the portfolio, ranked #4133.

Wealth Enhancement Advisory Services first reported a position in DOUG in Q2 2026 and has held it in 2 quarters since. The position peaked at $51.6K in Q2 2026. 31 funds tracked by Wall St. Rank hold DOUG as of Q3 2026.

  • Wealth Enhancement Advisory Services held 12,308 shares of Douglas Elliman worth $19.2K as of Q3 2026.
  • Wealth Enhancement Advisory Services sold 14,726 Douglas Elliman shares in Q3 2026, an estimated $26.5K.
  • Douglas Elliman made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #4133 holding.
  • Wealth Enhancement Advisory Services first reported a position in Douglas Elliman in Q2 2026 and has held it in 2 quarters since.
  • Wealth Enhancement Advisory Services's Douglas Elliman position peaked at $51.6K in Q2 2026.
  • 31 funds tracked by Wall St. Rank held Douglas Elliman as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.