Modus Advisors’s Sezzle SEZL Stock Holding History

Modus Advisors’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	–	Sell	-1,278	Closed	-$81.1K	–	299
2025 Q4	$81.1K	Buy	+1,278	New	+$87.1K	0.02%	156
2025 Q3	–	Sell	-1,272	Closed	-$228K	–	118
2025 Q2	$228K	Buy	+1,272	New	+$113K	0.07%	106
2025 Q1	–	Sell	-1,872	Closed	-$79.8K	–	269
2024 Q4	$79.8K	Buy	+1,872	New	+$88.4K	0.03%	133

Other funds holding SEZL

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

Accredited Investors Edina, Minnesota $1.86B AUM 20.41% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Modus Advisors's SEZL Position: Q1 2026 in Review

Modus Advisors sold out of Sezzle (SEZL) in Q1 2026, closing a stake of 1,278 shares — an estimated $81.1K sold.

Modus Advisors first reported a position in SEZL in Q4 2024 and held it in 3 quarters. The position peaked at $228K in Q2 2025. 220 funds tracked by Wall St. Rank hold SEZL as of Q1 2026.

Modus Advisors reported no remaining Sezzle position as of Q1 2026 after selling out during the quarter.
Modus Advisors sold 1,278 Sezzle shares in Q1 2026, an estimated $81.1K.
Modus Advisors first reported a position in Sezzle in Q4 2024 and held it in 3 quarters.
Modus Advisors's Sezzle position peaked at $228K in Q2 2025.
220 funds tracked by Wall St. Rank held Sezzle as of Q1 2026.

Based on Modus Advisors's 13F filing for Q1 2026, filed 4 May 2026.