Carson Wealth (CWM LLC)
SEZL

Carson Wealth (CWM LLC)’s Sezzle SEZL Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio SEZL Stock Details SEZL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$97.1K Buy
1,534
+100
+7% +$6.81K ﹤0.01% 3303
2025
Q4 		$91K Buy
1,434
+591
+70% +$40.3K ﹤0.01% 3137
2025
Q3 		$67K Sell
843
-227
-21% -$26.1K ﹤0.01% 3296
2025
Q2 		$192K Buy
1,070
+80
+8% +$7.08K ﹤0.01% 2213
2025
Q1 		$35K Buy
990
+978
+8,150% +$41.4K ﹤0.01% 3267
2024
Q4 		$1K Buy
+12
New +$567 ﹤0.01% 4795

Other funds holding SEZL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
DSCM
Divisadero Street Capital Management Miami, Florida $2.39B AUM 134.55% 1-Year Est. Return
AI
Accredited Investors Edina, Minnesota $1.86B AUM 20.41% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Carson Wealth (CWM LLC)'s SEZL Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Sezzle (SEZL) stake by 7% in Q1 2026, buying an estimated $6.81K and bringing the position to 1,534 shares worth $97.1K. The position accounts for ﹤0.01% of the portfolio, ranked #3303.

Carson Wealth (CWM LLC) first reported a position in SEZL in Q4 2024 and has held it in 6 quarters since. The position peaked at $192K in Q2 2025. 220 funds tracked by Wall St. Rank hold SEZL as of Q1 2026.

  • Carson Wealth (CWM LLC) held 1,534 shares of Sezzle worth $97.1K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 100 Sezzle shares in Q1 2026, an estimated $6.81K.
  • Sezzle made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3303 holding.
  • Carson Wealth (CWM LLC) first reported a position in Sezzle in Q4 2024 and has held it in 6 quarters since.
  • Carson Wealth (CWM LLC)'s Sezzle position peaked at $192K in Q2 2025.
  • 220 funds tracked by Wall St. Rank held Sezzle as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.