UWS
SEZL

Unique Wealth Strategies’s Sezzle SEZL Stock Holding History

Unique 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
2026
Q2 		$1.09M Sell
6,378
-1,521
-19% -$160K 0.4% 58
2026
Q1 		$500K Buy
+7,899
New +$538K 0.2% 153

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

Unique Wealth Strategies's SEZL Position: Q2 2026 in Review

Unique Wealth Strategies reduced its Sezzle (SEZL) stake by 19% in Q2 2026, selling an estimated $160K and leaving 6,378 shares worth $1.09M. The position accounts for 0.4% of the portfolio, ranked #58.

Unique Wealth Strategies first reported a position in SEZL in Q1 2026 and has held it in 2 quarters since. 324 funds tracked by Wall St. Rank hold SEZL as of Q2 2026.

  • Unique Wealth Strategies held 6,378 shares of Sezzle worth $1.09M as of Q2 2026.
  • Unique Wealth Strategies sold 1,521 Sezzle shares in Q2 2026, an estimated $160K.
  • Sezzle made up 0.4% of Unique Wealth Strategies's portfolio in Q2 2026, its #58 holding.
  • Unique Wealth Strategies first reported a position in Sezzle in Q1 2026 and has held it in 2 quarters since.
  • 324 funds tracked by Wall St. Rank held Sezzle as of Q2 2026.

Based on Unique Wealth Strategies's 13F filing for Q2 2026, filed 15 Jul 2026.