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Berry Wealth Group’s EXL Service EXLS Stock Holding History

Berry Wealth Group’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
Q3 		– Sell
-5,044
Closed -$221K – 54
2025
Q2 		$221K Buy
5,044
+16
+0.3% +$731 0.15% 94
2025
Q1 		$237K Sell
5,028
-1,104
-18% -$53.1K 0.19% 82
2024
Q4 		$272K Sell
6,132
-2,765
-31% -$120K 0.2% 68
2024
Q3 		$339K Buy
8,897
+1,353
+18% +$47.3K 0.24% 53
2024
Q2 		$237K Buy
7,544
+868
+13% +$26.1K 0.19% 68
2024
Q1 		$212K Buy
+6,676
New +$208K 0.18% 77

Other funds holding EXLS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.36B AUM 17.81% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Berry Wealth Group's EXLS Position: Q3 2025 in Review

Berry Wealth Group sold out of EXL Service (EXLS) in Q3 2025, closing a stake of 5,044 shares — an estimated $221K sold.

Berry Wealth Group first reported a position in EXLS in Q1 2024 and held it in 6 quarters. The position peaked at $339K in Q3 2024. 465 funds tracked by Wall St. Rank hold EXLS as of Q3 2025.

  • Berry Wealth Group reported no remaining EXL Service position as of Q3 2025 after selling out during the quarter.
  • Berry Wealth Group sold 5,044 EXL Service shares in Q3 2025, an estimated $221K.
  • Berry Wealth Group first reported a position in EXL Service in Q1 2024 and held it in 6 quarters.
  • Berry Wealth Group's EXL Service position peaked at $339K in Q3 2024.
  • 465 funds tracked by Wall St. Rank held EXL Service as of Q3 2025.

Based on Berry Wealth Group's 13F filing for Q3 2025, filed 12 Nov 2025.