AWA
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Aaron Wealth Advisors’s EXL Service EXLS Stock Holding History

Aaron Wealth Advisors’s Portfolio EXLS Stock Details EXLS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-15,529
Closed -$473K – 719
2026
Q1 		$473K Buy
+15,529
New +$536K 0.03% 403

Other funds holding EXLS

FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
GIA
GHP Investment Advisors Denver, Colorado $2.72B AUM 27.58% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
LSERS
Louisiana State Employees Retirement System Baton Rouge, Louisiana $5.7B AUM 35.76% 1-Year Est. Return
LTAS
Linden Thomas Advisory Services Charlotte, North Carolina $1.24B AUM 47.37% 1-Year Est. Return

Aaron Wealth Advisors's EXLS Position: Q2 2026 in Review

Aaron Wealth Advisors sold out of EXL Service (EXLS) in Q2 2026, closing a stake of 15,529 shares — an estimated $473K sold.

Aaron Wealth Advisors first reported a position in EXLS in Q1 2026 and held it in 1 quarter. The position peaked at $473K in Q1 2026. 52 funds tracked by Wall St. Rank hold EXLS as of Q2 2026.

  • Aaron Wealth Advisors reported no remaining EXL Service position as of Q2 2026 after selling out during the quarter.
  • Aaron Wealth Advisors sold 15,529 EXL Service shares in Q2 2026, an estimated $473K.
  • Aaron Wealth Advisors first reported a position in EXL Service in Q1 2026 and held it in 1 quarter.
  • Aaron Wealth Advisors's EXL Service position peaked at $473K in Q1 2026.
  • 52 funds tracked by Wall St. Rank held EXL Service as of Q2 2026.

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