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Belpointe Asset Management’s EXL Service EXLS Stock Holding History

Belpointe Asset 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 		$232K Sell
8,968
-6,814
-43% -$201K 0.01% 1002
2026
Q1 		$481K Sell
15,782
-12,740
-45% -$439K 0.02% 695
2025
Q4 		$1.21M Buy
+28,522
New +$1.17M 0.04% 359
2023
Q2 		– Sell
-2,845
Closed -$92.1K – 1446
2023
Q1 		$92.1K Sell
2,845
-1,295
-31% -$42.9K 0.01% 1359
2022
Q4 		$140K Buy
+4,140
New +$144K 0.01% 1057

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

Belpointe Asset Management's EXLS Position: Q2 2026 in Review

Belpointe Asset Management reduced its EXL Service (EXLS) stake by 43% in Q2 2026, selling an estimated $201K and leaving 8,968 shares worth $232K. The position accounts for 0.01% of the portfolio, ranked #1002.

Belpointe Asset Management first reported a position in EXLS in Q4 2022 and has held it in 5 quarters since. The position peaked at $1.21M in Q4 2025. 442 funds tracked by Wall St. Rank hold EXLS as of Q2 2026.

  • Belpointe Asset Management held 8,968 shares of EXL Service worth $232K as of Q2 2026.
  • Belpointe Asset Management sold 6,814 EXL Service shares in Q2 2026, an estimated $201K.
  • EXL Service made up 0.01% of Belpointe Asset Management's portfolio in Q2 2026, its #1002 holding.
  • Belpointe Asset Management first reported a position in EXL Service in Q4 2022 and has held it in 5 quarters since.
  • Belpointe Asset Management's EXL Service position peaked at $1.21M in Q4 2025.
  • 442 funds tracked by Wall St. Rank held EXL Service as of Q2 2026.

Based on Belpointe Asset Management's 13F filing for Q2 2026, filed 31 Jul 2026.