AWM
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Activest Wealth Management’s EXL Service EXLS Stock Holding History

Activest Wealth Management’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
-136
Closed -$4.01K – 1397
2026
Q1 		$4.14K Sell
136
-120
-47% -$4.14K ﹤0.01% 852
2025
Q4 		$10.9K Buy
+256
New +$10.5K ﹤0.01% 645

Other funds holding EXLS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.36B AUM 17.81% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Activest Wealth Management's EXLS Position: Q2 2026 in Review

Activest Wealth Management sold out of EXL Service (EXLS) in Q2 2026, closing a stake of 136 shares — an estimated $4.01K sold.

Activest Wealth Management first reported a position in EXLS in Q4 2025 and held it in 2 quarters. The position peaked at $10.9K in Q4 2025. 442 funds tracked by Wall St. Rank hold EXLS as of Q2 2026.

  • Activest Wealth Management reported no remaining EXL Service position as of Q2 2026 after selling out during the quarter.
  • Activest Wealth Management sold 136 EXL Service shares in Q2 2026, an estimated $4.01K.
  • Activest Wealth Management first reported a position in EXL Service in Q4 2025 and held it in 2 quarters.
  • Activest Wealth Management's EXL Service position peaked at $10.9K in Q4 2025.
  • 442 funds tracked by Wall St. Rank held EXL Service as of Q2 2026.

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