Carson Wealth (CWM LLC)
EXLS icon

Carson Wealth (CWM LLC)’s EXL Service EXLS Stock Holding History

Carson Wealth (CWM LLC)’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
Q1 		$4.17M Buy
136,818
+88,573
+184% +$3.06M 0.01% 890
2025
Q4 		$2.05M Sell
48,245
-25,919
-35% -$1.06M 0.01% 1140
2025
Q3 		$3.27M Buy
74,164
+53,651
+262% +$2.32M 0.01% 888
2025
Q2 		$898K Sell
20,513
-891
-4% -$40.7K ﹤0.01% 1298
2025
Q1 		$1.01M Sell
21,404
-5,082
-19% -$244K ﹤0.01% 1120
2024
Q4 		$1.18M Sell
26,486
-2,538
-9% -$110K ﹤0.01% 1003
2024
Q3 		$1.11M Sell
29,024
-1,207
-4% -$42.2K ﹤0.01% 967
2024
Q2 		$948K Sell
30,231
-4,055
-12% -$122K ﹤0.01% 924
2024
Q1 		$1.09M Sell
34,286
-8,530
-20% -$265K 0.01% 814
2023
Q4 		$1.32M Buy
42,816
+3,016
+8% +$85.4K 0.01% 697
2023
Q3 		$1.12M Sell
39,800
-1,925
-5% -$56.3K 0.01% 702
2023
Q2 		$1.26M Sell
41,725
-2,780
-6% -$87.7K 0.01% 625
2023
Q1 		$1.44M Sell
44,505
-1,515
-3% -$50.2K 0.01% 551
2022
Q4 		$1.56M Sell
46,020
-2,105
-4% -$73.1K 0.01% 489
2022
Q3 		$1.42M Sell
48,125
-2,895
-6% -$94.5K 0.01% 468
2022
Q2 		$1.5M Sell
51,020
-3,045
-6% -$86.1K 0.01% 455
2022
Q1 		$1.55M Sell
54,065
-8,440
-14% -$215K 0.01% 455
2021
Q4 		$1.81M Buy
+62,505
New +$1.65M 0.01% 450

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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Carson Wealth (CWM LLC)'s EXLS Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its EXL Service (EXLS) stake by 184% in Q1 2026, buying an estimated $3.06M and bringing the position to 136,818 shares worth $4.17M. The position accounts for 0.01% of the portfolio, ranked #890.

Carson Wealth (CWM LLC) first reported a position in EXLS in Q4 2021 and has held it in 18 quarters since. 463 funds tracked by Wall St. Rank hold EXLS as of Q1 2026.

  • Carson Wealth (CWM LLC) held 136,818 shares of EXL Service worth $4.17M as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 88,573 EXL Service shares in Q1 2026, an estimated $3.06M.
  • EXL Service made up 0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #890 holding.
  • Carson Wealth (CWM LLC) first reported a position in EXL Service in Q4 2021 and has held it in 18 quarters since.
  • 463 funds tracked by Wall St. Rank held EXL Service as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.