Northwestern Mutual Wealth Management
OZ icon

Northwestern Mutual Wealth Management’s Belpointe PREP OZ Stock Holding History

Northwestern Mutual 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
Q1 		– Sell
-400
Closed -$26K – 4382
2025
Q4 		$26K Buy
+400
New +$25.2K ﹤0.01% 2640

Other funds holding OZ

EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
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
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
BIG
Brookwood Investment Group Phoenix, Arizona $888M AUM 32.21% 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
SSWM
Sheets Smith Wealth Management Winston-Salem, North Carolina $1B AUM 29.77% 1-Year Est. Return

Northwestern Mutual Wealth Management's OZ Position: Q1 2026 in Review

Northwestern Mutual Wealth Management sold out of Belpointe PREP (OZ) in Q1 2026, closing a stake of 400 shares — an estimated $26K sold.

Northwestern Mutual Wealth Management first reported a position in OZ in Q4 2025 and held it in 1 quarter. The position peaked at $26K in Q4 2025. 47 funds tracked by Wall St. Rank hold OZ as of Q1 2026.

  • Northwestern Mutual Wealth Management reported no remaining Belpointe PREP position as of Q1 2026 after selling out during the quarter.
  • Northwestern Mutual Wealth Management sold 400 Belpointe PREP shares in Q1 2026, an estimated $26K.
  • Northwestern Mutual Wealth Management first reported a position in Belpointe PREP in Q4 2025 and held it in 1 quarter.
  • Northwestern Mutual Wealth Management's Belpointe PREP position peaked at $26K in Q4 2025.
  • 47 funds tracked by Wall St. Rank held Belpointe PREP as of Q1 2026.

Based on Northwestern Mutual Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.