AWM
EXLS icon

Axxcess Wealth Management’s EXL Service EXLS Stock Holding History

Axxcess 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
2025
Q4 		– Sell
-7,999
Closed -$352K – 1067
2025
Q3 		$352K Buy
7,999
+1,939
+32% +$84K 0.01% 706
2025
Q2 		$265K Sell
6,060
-622
-9% -$28.4K 0.01% 754
2025
Q1 		$315K Buy
6,682
+1,191
+22% +$57.3K 0.01% 669
2024
Q4 		$244K Buy
+5,491
New +$237K 0.01% 740
2023
Q2 		– Sell
-6,430
Closed -$208K – 630
2023
Q1 		$208K Sell
6,430
-1,040
-14% -$34.5K 0.02% 581
2022
Q4 		$253K Buy
+7,470
New +$260K 0.02% 494

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 Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.36B AUM 17.81% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Axxcess Wealth Management's EXLS Position: Q4 2025 in Review

Axxcess Wealth Management sold out of EXL Service (EXLS) in Q4 2025, closing a stake of 7,999 shares — an estimated $352K sold.

Axxcess Wealth Management first reported a position in EXLS in Q4 2022 and held it in 6 quarters. The position peaked at $352K in Q3 2025. 466 funds tracked by Wall St. Rank hold EXLS as of Q4 2025.

  • Axxcess Wealth Management reported no remaining EXL Service position as of Q4 2025 after selling out during the quarter.
  • Axxcess Wealth Management sold 7,999 EXL Service shares in Q4 2025, an estimated $352K.
  • Axxcess Wealth Management first reported a position in EXL Service in Q4 2022 and held it in 6 quarters.
  • Axxcess Wealth Management's EXL Service position peaked at $352K in Q3 2025.
  • 466 funds tracked by Wall St. Rank held EXL Service as of Q4 2025.

Based on Axxcess Wealth Management's 13F filing for Q4 2025, filed 6 Feb 2026.