Wealth Preservation Advisors’s Sezzle SEZL Stock Holding History

Wealth Preservation 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 Q2	–	Sell	-2	Closed	-$127	–	796
2026 Q1	$127	Buy	+2	New	+$136	﹤0.01%	910

Other funds holding SEZL

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

Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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 Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Wealth Preservation Advisors's SEZL Position: Q2 2026 in Review

Wealth Preservation Advisors sold out of Sezzle (SEZL) in Q2 2026, closing a stake of 2 shares — an estimated $127 sold.

Wealth Preservation Advisors first reported a position in SEZL in Q1 2026 and held it in 1 quarter. The position peaked at $127 in Q1 2026. 324 funds tracked by Wall St. Rank hold SEZL as of Q2 2026.

Wealth Preservation Advisors reported no remaining Sezzle position as of Q2 2026 after selling out during the quarter.
Wealth Preservation Advisors sold 2 Sezzle shares in Q2 2026, an estimated $127.
Wealth Preservation Advisors first reported a position in Sezzle in Q1 2026 and held it in 1 quarter.
Wealth Preservation Advisors's Sezzle position peaked at $127 in Q1 2026.
324 funds tracked by Wall St. Rank held Sezzle as of Q2 2026.

Based on Wealth Preservation Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.