MWM
SEZL

Mindset Wealth Management’s Sezzle SEZL Stock Holding History

Mindset Wealth Management’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
Q2 		$664K Buy
3,870
+59
+2% +$6.22K 0.13% 80
2026
Q1 		$241K Sell
3,811
-381
-9% -$26K 0.06% 151
2025
Q4 		$266K Buy
4,192
+1,472
+54% +$100K 0.07% 148
2025
Q3 		$216K Buy
2,720
+553
+26% +$63.5K 0.06% 159
2025
Q2 		$388K Buy
+2,167
New +$192K 0.13% 87

Other funds holding SEZL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
DSCM
Divisadero Street Capital Management Miami, Florida $4.41B AUM 90.53% 1-Year Est. Return
AI
Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $17.3B AUM 211.34% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Mindset Wealth Management's SEZL Position: Q2 2026 in Review

Mindset Wealth Management increased its Sezzle (SEZL) stake by 1.5% in Q2 2026, buying an estimated $6.22K and bringing the position to 3,870 shares worth $664K. The position accounts for 0.13% of the portfolio, ranked #80.

Mindset Wealth Management first reported a position in SEZL in Q2 2025 and has held it in 5 quarters since. 325 funds tracked by Wall St. Rank hold SEZL as of Q2 2026.

  • Mindset Wealth Management held 3,870 shares of Sezzle worth $664K as of Q2 2026.
  • Mindset Wealth Management bought 59 Sezzle shares in Q2 2026, an estimated $6.22K.
  • Sezzle made up 0.13% of Mindset Wealth Management's portfolio in Q2 2026, its #80 holding.
  • Mindset Wealth Management first reported a position in Sezzle in Q2 2025 and has held it in 5 quarters since.
  • 325 funds tracked by Wall St. Rank held Sezzle as of Q2 2026.

Based on Mindset Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.