EWM
OZ icon

Empirical Wealth Management’s Belpointe PREP OZ Stock Holding History

Empirical Wealth Management’s Portfolio OZ Stock Details OZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$10.9M Sell
241,017
-5,614
-2% -$277K 0.16% 102
2026
Q1 		$13.1M Sell
246,631
-1,450
-0.6% -$75.6K 0.23% 79
2025
Q4 		$16.1M Sell
248,081
-699
-0.3% -$44K 0.29% 64
2025
Q3 		$15.9M Sell
248,780
-2,475
-1% -$158K 0.32% 62
2025
Q2 		$16.1M Sell
251,255
-443
-0.2% -$28.3K 0.36% 55
2025
Q1 		$16.2M Sell
251,698
-4,641
-2% -$297K 0.42% 45
2024
Q4 		$19.8M Sell
256,339
-5,879
-2% -$416K 0.54% 34
2024
Q3 		$18.1M Sell
262,218
-195
-0.1% -$12.7K 0.51% 36
2024
Q2 		$15.2M Sell
262,413
-8,515
-3% -$507K 0.45% 41
2024
Q1 		$16.5M Sell
270,928
-4,209
-2% -$263K 0.5% 37
2023
Q4 		$21.3M Buy
275,137
+128,932
+88% +$9.31M 0.71% 28
2023
Q3 		$12.5M Sell
146,205
-127,357
-47% -$11M 0.49% 43
2023
Q2 		$23.5M Sell
273,562
-8,202
-3% -$755K 0.95% 23
2023
Q1 		$26.4M Buy
281,764
+24,025
+9% +$2.31M 1.15% 21
2022
Q4 		$25.8M Buy
257,739
+17,712
+7% +$1.68M 1.21% 20
2022
Q3 		$24M Buy
240,027
+3,604
+2% +$354K 1.26% 20
2022
Q2 		$23.1M Sell
236,423
-813
-0.3% -$80.6K 1.21% 20
2022
Q1 		$23.7M Buy
237,236
+11,305
+5% +$1.05M 1.18% 20
2021
Q4 		$22.6M Buy
+225,931
New +$22.6M 1.13% 21

Other funds holding OZ

PWS
Precision Wealth Strategies Saint Louis, Missouri $332M AUM 45.63% 1-Year Est. Return
BAM
Belpointe Asset Management Reno, Nevada $3.06B AUM 23.82% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
UAS
United Asset Strategies Garden City, New York $1.41B AUM 27.73% 1-Year Est. Return
BIG
Brookwood Investment Group Phoenix, Arizona $888M AUM 32.21% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
MAC
Mason & Associates (California) Los Angeles, California $619M AUM 29.44% 1-Year Est. Return
WA
Wealth Alliance Mellville, New York $1.2B AUM 26.51% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
SSWM
Sheets Smith Wealth Management Winston-Salem, North Carolina $1B AUM 29.77% 1-Year Est. Return

Empirical Wealth Management's OZ Position: Q2 2026 in Review

Empirical Wealth Management reduced its Belpointe PREP (OZ) stake by 2.3% in Q2 2026, selling an estimated $277K and leaving 241,017 shares worth $10.9M. The position accounts for 0.16% of the portfolio, ranked #102.

Empirical Wealth Management first reported a position in OZ in Q4 2021 and has held it in 19 quarters since. The position peaked at $26.4M in Q1 2023. 43 funds tracked by Wall St. Rank hold OZ as of Q2 2026.

  • Empirical Wealth Management held 241,017 shares of Belpointe PREP worth $10.9M as of Q2 2026.
  • Empirical Wealth Management sold 5,614 Belpointe PREP shares in Q2 2026, an estimated $277K.
  • Belpointe PREP made up 0.16% of Empirical Wealth Management's portfolio in Q2 2026, its #102 holding.
  • Empirical Wealth Management first reported a position in Belpointe PREP in Q4 2021 and has held it in 19 quarters since.
  • Empirical Wealth Management's Belpointe PREP position peaked at $26.4M in Q1 2023.
  • 43 funds tracked by Wall St. Rank held Belpointe PREP as of Q2 2026.

Based on Empirical Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.