Creative Planning
EXLS icon

Creative Planning’s EXL Service EXLS Stock Holding History

Creative Planning’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 		$5.46M Buy
179,246
+96,484
+117% +$3.33M ﹤0.01% 1130
2025
Q4 		$3.51M Sell
82,762
-2,462
-3% -$101K ﹤0.01% 1258
2025
Q3 		$3.75M Buy
85,224
+12,736
+18% +$551K ﹤0.01% 1055
2025
Q2 		$3.17M Buy
72,488
+10,397
+17% +$475K ﹤0.01% 994
2025
Q1 		$2.93M Buy
62,091
+10,111
+19% +$486K ﹤0.01% 944
2024
Q4 		$2.31M Buy
51,980
+14,578
+39% +$630K ﹤0.01% 1046
2024
Q3 		$1.43M Buy
37,402
+15,489
+71% +$541K ﹤0.01% 1271
2024
Q2 		$687K Buy
21,913
+4,517
+26% +$136K ﹤0.01% 1689
2024
Q1 		$553K Buy
17,396
+4,398
+34% +$137K ﹤0.01% 1787
2023
Q4 		$401K Sell
12,998
-1,525
-11% -$43.2K ﹤0.01% 1862
2023
Q3 		$407K Buy
14,523
+3,133
+28% +$91.7K ﹤0.01% 1704
2023
Q2 		$344K Sell
11,390
-670
-6% -$21.1K ﹤0.01% 1803
2023
Q1 		$390K Buy
12,060
+1,055
+10% +$35K ﹤0.01% 1638
2022
Q4 		$373K Sell
11,005
-1,905
-15% -$66.2K ﹤0.01% 1583
2022
Q3 		$380K Buy
12,910
+4,310
+50% +$141K ﹤0.01% 1501
2022
Q2 		$253K Buy
8,600
+1,025
+14% +$29K ﹤0.01% 1726
2022
Q1 		$217K Buy
+7,575
New +$193K ﹤0.01% 1840
2017
Q2 		– Sell
-305
Closed -$3K – 4670
2017
Q1 		$3K Buy
+305
New +$2.86K ﹤0.01% 4153
2016
Q4 		– Sell
-2,575
Closed -$26K – 4674
2016
Q3 		$26K Buy
2,575
+2,375
+1,188% +$24.1K ﹤0.01% 2863
2016
Q2 		$2K Sell
200
-935
-82% -$9.48K ﹤0.01% 4003
2016
Q1 		$12K Buy
+1,135
New +$10.4K ﹤0.01% 3105

Other funds holding EXLS

BlackRock
BlackRock New York $5.72T 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 $1.56T AUM 27.86% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Creative Planning's EXLS Position: Q1 2026 in Review

Creative Planning increased its EXL Service (EXLS) stake by 117% in Q1 2026, buying an estimated $3.33M and bringing the position to 179,246 shares worth $5.46M. The position accounts for ﹤0.01% of the portfolio, ranked #1130.

Creative Planning first reported a position in EXLS in Q1 2016 and has held it in 21 quarters since. 458 funds tracked by Wall St. Rank hold EXLS as of Q1 2026.

  • Creative Planning held 179,246 shares of EXL Service worth $5.46M as of Q1 2026.
  • Creative Planning bought 96,484 EXL Service shares in Q1 2026, an estimated $3.33M.
  • EXL Service made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #1130 holding.
  • Creative Planning first reported a position in EXL Service in Q1 2016 and has held it in 21 quarters since.
  • 458 funds tracked by Wall St. Rank held EXL Service as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.