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

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 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 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

Wealth Alliance Mellville, New York $1.2B AUM 26.51% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 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. 43 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.
43 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.