Morgan Stanley
OZ icon

Morgan Stanley’s Belpointe PREP OZ Stock Holding History

Morgan Stanley’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
Q1 		$171K Sell
3,212
-1,646
-34% -$85.8K ﹤0.01% 5937
2025
Q4 		$316K Buy
4,858
+1,663
+52% +$105K ﹤0.01% 5734
2025
Q3 		$204K Sell
3,195
-28
-0.9% -$1.79K ﹤0.01% 5880
2025
Q2 		$206K Sell
3,223
-30
-0.9% -$1.92K ﹤0.01% 5838
2025
Q1 		$210K Buy
3,253
+70
+2% +$4.49K ﹤0.01% 5710
2024
Q4 		$246K Buy
3,183
+50
+2% +$3.54K ﹤0.01% 5712
2024
Q3 		$216K Buy
3,133
+22
+0.7% +$1.44K ﹤0.01% 5727
2024
Q2 		$180K Buy
3,111
+100
+3% +$5.95K ﹤0.01% 5730
2024
Q1 		$183K Sell
3,011
-4,867
-62% -$304K ﹤0.01% 5766
2023
Q4 		$609K Buy
7,878
+4,867
+162% +$351K ﹤0.01% 5543
2023
Q3 		$258K Hold
3,011
– – ﹤0.01% 5468
2023
Q2 		$259K Sell
3,011
-8,135
-73% -$749K ﹤0.01% 5524
2023
Q1 		$1.05M Sell
11,146
-4,644
-29% -$447K ﹤0.01% 4831
2022
Q4 		$1.58M Buy
15,790
+5,790
+58% +$550K ﹤0.01% 4602
2022
Q3 		$845K Buy
+10,000
New +$983K ﹤0.01% 4975

Other funds holding OZ

EWM
Empirical Wealth Management Seattle, Washington $5.75B AUM 21.14% 1-Year Est. Return
PWS
Precision Wealth Strategies Saint Louis, Missouri $301M AUM 21.61% 1-Year Est. Return
BAM
Belpointe Asset Management Reno, Nevada $2.74B AUM 20.71% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
UAS
United Asset Strategies Garden City, New York $1.41B AUM 27.73% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $25.5B AUM 19.2% 1-Year Est. Return
BIG
Brookwood Investment Group Phoenix, Arizona $784M AUM 29.04% 1-Year Est. Return
MAC
Mason & Associates (California) Los Angeles, California $515M AUM 19.85% 1-Year Est. Return
WA
Wealth Alliance Mellville, New York $1.01B AUM 19.71% 1-Year Est. Return
SSWM
Sheets Smith Wealth Management Winston-Salem, North Carolina $1B AUM 29.77% 1-Year Est. Return