CA
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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
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
-186
Closed -$5.22K – 1569
2023
Q3 		$5.22K Buy
+186
New +$5.44K ﹤0.01% 1234

Other funds holding EXLS

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $121B AUM 33.93% 1-Year Est. Return