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Clearstead Advisors’s EXL Service EXLS Stock Holding History

Clearstead Advisors’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 		$1.94K Buy
75
+30
+67% +$884 ﹤0.01% 2490
2026
Q1 		$1.37K Sell
45
-572
-93% -$19.7K ﹤0.01% 1982
2025
Q4 		$26.2K Sell
617
-143
-19% -$5.85K ﹤0.01% 1631
2025
Q3 		$33.5K Buy
760
+87
+13% +$3.77K ﹤0.01% 1419
2025
Q2 		$29.5K Sell
673
-109
-14% -$4.98K ﹤0.01% 1466
2025
Q1 		$36.9K Sell
782
-233
-23% -$11.2K ﹤0.01% 1251
2024
Q4 		$45K Sell
1,015
-101
-9% -$4.37K ﹤0.01% 1182
2024
Q3 		$42.6K Buy
1,116
+401
+56% +$14K ﹤0.01% 1236
2024
Q2 		$22.4K Buy
+715
New +$21.5K ﹤0.01% 1345
2023
Q4 		– Sell
-93
Closed -$2.61K – 1555
2023
Q3 		$2.61K Buy
+93
New +$2.72K ﹤0.01% 1196

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

Clearstead Advisors's EXLS Position: Q2 2026 in Review

Clearstead Advisors increased its EXL Service (EXLS) stake by 67% in Q2 2026, buying an estimated $884 and bringing the position to 75 shares worth $1.94K. The position accounts for ﹤0.01% of the portfolio, ranked #2490.

Clearstead Advisors first reported a position in EXLS in Q3 2023 and has held it in 10 quarters since. The position peaked at $45K in Q4 2024. 442 funds tracked by Wall St. Rank hold EXLS as of Q2 2026.

  • Clearstead Advisors held 75 shares of EXL Service worth $1.94K as of Q2 2026.
  • Clearstead Advisors bought 30 EXL Service shares in Q2 2026, an estimated $884.
  • EXL Service made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #2490 holding.
  • Clearstead Advisors first reported a position in EXL Service in Q3 2023 and has held it in 10 quarters since.
  • Clearstead Advisors's EXL Service position peaked at $45K in Q4 2024.
  • 442 funds tracked by Wall St. Rank held EXL Service as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.