PWS
SEZL

Precision Wealth Strategies’s Sezzle SEZL Stock Holding History

Precision Wealth Strategies’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
2025
Q4 		– Sell
-12,680
Closed -$1.01M – 182
2025
Q3 		$1.01M Buy
+12,680
New +$1.46M 0.33% 65

Other funds holding SEZL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
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
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Precision Wealth Strategies's SEZL Position: Q4 2025 in Review

Precision Wealth Strategies sold out of Sezzle (SEZL) in Q4 2025, closing a stake of 12,680 shares — an estimated $1.01M sold.

Precision Wealth Strategies first reported a position in SEZL in Q3 2025 and held it in 1 quarter. The position peaked at $1.01M in Q3 2025. 219 funds tracked by Wall St. Rank hold SEZL as of Q4 2025.

  • Precision Wealth Strategies reported no remaining Sezzle position as of Q4 2025 after selling out during the quarter.
  • Precision Wealth Strategies sold 12,680 Sezzle shares in Q4 2025, an estimated $1.01M.
  • Precision Wealth Strategies first reported a position in Sezzle in Q3 2025 and held it in 1 quarter.
  • Precision Wealth Strategies's Sezzle position peaked at $1.01M in Q3 2025.
  • 219 funds tracked by Wall St. Rank held Sezzle as of Q4 2025.

Based on Precision Wealth Strategies's 13F filing for Q4 2025, filed 30 Jan 2026.