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
Q2 		$3.01M Sell
116,287
-62,959
-35% -$1.85M ﹤0.01% 1784
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 $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

Creative Planning's EXLS Position: Q2 2026 in Review

Creative Planning reduced its EXL Service (EXLS) stake by 35% in Q2 2026, selling an estimated $1.85M and leaving 116,287 shares worth $3.01M. The position accounts for ﹤0.01% of the portfolio, ranked #1784.

Creative Planning first reported a position in EXLS in Q1 2016 and has held it in 22 quarters since. The position peaked at $5.46M in Q1 2026. 442 funds tracked by Wall St. Rank hold EXLS as of Q2 2026.

  • Creative Planning held 116,287 shares of EXL Service worth $3.01M as of Q2 2026.
  • Creative Planning sold 62,959 EXL Service shares in Q2 2026, an estimated $1.85M.
  • EXL Service made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #1784 holding.
  • Creative Planning first reported a position in EXL Service in Q1 2016 and has held it in 22 quarters since.
  • Creative Planning's EXL Service position peaked at $5.46M in Q1 2026.
  • 442 funds tracked by Wall St. Rank held EXL Service as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.