True Wealth Design’s Sezzle SEZL Stock Holding History

True Wealth Design’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	$859	Sell	5 -4	-44%	-$422	﹤0.01%	2043
2026 Q1	$570	Hold	9	–	–	﹤0.01%	2011
2025 Q4	$572	Hold	9	–	–	﹤0.01%	1912
2025 Q3	$716	Hold	9	–	–	﹤0.01%	1878
2025 Q2	$1.61K	Buy	+9	New	+$797	﹤0.01%	1264

Other funds holding SEZL

AAP

Ardsley Advisory Partners Stamford, Connecticut $960M AUM 207.76% 1-Year Est. Return

PCM

Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return

FFN

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

UWS

Unique Wealth Strategies Burr Ridge, Illinois $275M AUM 29.58% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

GCM

Gallacher Capital Management Lone Tree, Colorado $178M AUM 29.29% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

True Wealth Design's SEZL Position: Q2 2026 in Review

True Wealth Design reduced its Sezzle (SEZL) stake by 44% in Q2 2026, selling an estimated $422 and leaving 5 shares worth $859. The position accounts for ﹤0.01% of the portfolio, ranked #2043.

True Wealth Design first reported a position in SEZL in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.61K in Q2 2025. 39 funds tracked by Wall St. Rank hold SEZL as of Q2 2026.

True Wealth Design held 5 shares of Sezzle worth $859 as of Q2 2026.
True Wealth Design sold 4 Sezzle shares in Q2 2026, an estimated $422.
Sezzle made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #2043 holding.
True Wealth Design first reported a position in Sezzle in Q2 2025 and has held it in 5 quarters since.
True Wealth Design's Sezzle position peaked at $1.61K in Q2 2025.
39 funds tracked by Wall St. Rank held Sezzle as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.