UAS
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United Asset Strategies’s Belpointe PREP OZ Stock Holding History

United Asset Strategies’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 		$4.02M Sell
88,722
-632
-0.7% -$31.2K 0.28% 75
2026
Q1 		$4.75M Hold
89,354
– – 0.38% 62
2025
Q4 		$5.81M Buy
89,354
+3,935
+5% +$248K 0.45% 54
2025
Q3 		$5.47M Sell
85,419
-399
-0.5% -$25.5K 0.44% 56
2025
Q2 		$5.49M Sell
85,818
-155
-0.2% -$9.91K 0.47% 56
2025
Q1 		$5.55M Sell
85,973
-960
-1% -$61.5K 0.51% 55
2024
Q4 		$6.73M Sell
86,933
-1,598
-2% -$113K 0.62% 48
2024
Q3 		$6.11M Hold
88,531
– – 0.57% 51
2024
Q2 		$5.13M Sell
88,531
-5,719
-6% -$340K 0.51% 54
2024
Q1 		$5.74M Sell
94,250
-3,467
-4% -$217K 0.57% 53
2023
Q4 		$7.55M Buy
97,717
+1,101
+1% +$79.5K 0.85% 41
2023
Q3 		$8.28M Buy
96,616
+1,363
+1% +$118K 1.07% 33
2023
Q2 		$8.2M Hold
95,253
– – 1.02% 35
2023
Q1 		$8.93M Sell
95,253
-998
-1% -$96K 1.18% 28
2022
Q4 		$9.63M Sell
96,251
-3,043
-3% -$289K 1.34% 22
2022
Q3 		$8.38M Sell
99,294
-2,433
-2% -$239K 1.29% 24
2022
Q2 		$9.94M Buy
+101,727
New +$10.1M 1.45% 23
2022
Q1 		– Sell
-93,969
Closed -$9.4M – 229
2021
Q4 		$9.4M Buy
+93,969
New +$9.41M 1.12% 35

Other funds holding OZ

EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
SSWM
Sheets Smith Wealth Management Winston-Salem, North Carolina $1B AUM 29.77% 1-Year Est. Return
AWM
Accurate Wealth Management Wesley Chapel, Florida $1.05B AUM 30.92% 1-Year Est. Return
AWM
Abound Wealth Management Franklin, Tennessee $504M AUM 23.73% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

United Asset Strategies's OZ Position: Q2 2026 in Review

United Asset Strategies reduced its Belpointe PREP (OZ) stake by 0.71% in Q2 2026, selling an estimated $31.2K and leaving 88,722 shares worth $4.02M. The position accounts for 0.28% of the portfolio, ranked #75.

United Asset Strategies first reported a position in OZ in Q4 2021 and has held it in 18 quarters since. The position peaked at $9.94M in Q2 2022. 6 funds tracked by Wall St. Rank hold OZ as of Q2 2026.

  • United Asset Strategies held 88,722 shares of Belpointe PREP worth $4.02M as of Q2 2026.
  • United Asset Strategies sold 632 Belpointe PREP shares in Q2 2026, an estimated $31.2K.
  • Belpointe PREP made up 0.28% of United Asset Strategies's portfolio in Q2 2026, its #75 holding.
  • United Asset Strategies first reported a position in Belpointe PREP in Q4 2021 and has held it in 18 quarters since.
  • United Asset Strategies's Belpointe PREP position peaked at $9.94M in Q2 2022.
  • 6 funds tracked by Wall St. Rank held Belpointe PREP as of Q2 2026.

Based on United Asset Strategies's 13F filing for Q2 2026, filed 13 Jul 2026.