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Robertson Stephens Wealth Management’s Belpointe PREP OZ Stock Holding History

Robertson Stephens 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 		$960K Hold
21,203
– – 0.02% 328
2026
Q1 		$1.13M Hold
21,203
– – 0.03% 284
2025
Q4 		$1.38M Sell
21,203
-221
-1% -$13.9K 0.04% 253
2025
Q3 		$1.37M Hold
21,424
– – 0.04% 218
2025
Q2 		$1.37M Hold
21,424
– – 0.04% 228
2025
Q1 		$1.38M Hold
21,424
– – 0.05% 230
2024
Q4 		$1.66M Hold
21,424
– – 0.06% 214
2024
Q3 		$1.48M Buy
+21,424
New +$1.4M 0.05% 233

Other funds holding OZ

EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
BAM
Belpointe Asset Management Reno, Nevada $3.06B AUM 23.82% 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
MAC
Mason & Associates (California) Los Angeles, California $619M AUM 29.44% 1-Year Est. Return
SSWM
Sheets Smith Wealth Management Winston-Salem, North Carolina $1B AUM 29.77% 1-Year Est. Return
BOSSRA
B.O.S.S. Retirement Advisors Lehi, Utah $370M AUM 21.67% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
WWM
Walser Wealth Management Tampa, Florida $241M AUM
KWA
Kingswood Wealth Advisors San Diego, California $2.48B AUM 36.19% 1-Year Est. Return

Robertson Stephens Wealth Management's OZ Position: Q2 2026 in Review

Robertson Stephens Wealth Management held its Belpointe PREP (OZ) position steady in Q2 2026 at 21,203 shares worth $960K. The position accounts for 0.02% of the portfolio, ranked #328.

Robertson Stephens Wealth Management first reported a position in OZ in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.66M in Q4 2024. 16 funds tracked by Wall St. Rank hold OZ as of Q2 2026.

  • Robertson Stephens Wealth Management held 21,203 shares of Belpointe PREP worth $960K as of Q2 2026.
  • Robertson Stephens Wealth Management left its Belpointe PREP share count unchanged in Q2 2026.
  • Belpointe PREP made up 0.02% of Robertson Stephens Wealth Management's portfolio in Q2 2026, its #328 holding.
  • Robertson Stephens Wealth Management first reported a position in Belpointe PREP in Q3 2024 and has held it in 8 quarters since.
  • Robertson Stephens Wealth Management's Belpointe PREP position peaked at $1.66M in Q4 2024.
  • 16 funds tracked by Wall St. Rank held Belpointe PREP as of Q2 2026.

Based on Robertson Stephens Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.