DiNuzzo Private Wealth’s EXL Service EXLS Stock Holding History

DiNuzzo Private Wealth’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	$544	Hold	21	–	–	﹤0.01%	1077
2026 Q1	$640	Sell	21 -2	-9%	-$69	﹤0.01%	1009
2025 Q4	$977	Sell	23 -1	-4%	-$41	﹤0.01%	877
2025 Q3	$1.05K	Sell	24 -2	-8%	-$87	﹤0.01%	864
2025 Q2	$1.14K	Sell	26 -2	-7%	-$91	﹤0.01%	813
2025 Q1	$1.32K	Buy	28 +1	+4%	+$48	﹤0.01%	732
2024 Q4	$1.2K	Buy	27 +1	+4%	+$43	﹤0.01%	778
2024 Q3	$992	Buy	26 +3	+13%	+$105	﹤0.01%	859
2024 Q2	$722	Hold	23	–	–	﹤0.01%	917
2024 Q1	$732	Hold	23	–	–	﹤0.01%	846
2023 Q4	$710	Buy	+23	New	+$651	﹤0.01%	840

Other funds holding EXLS

Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Sheets Smith Wealth Management Winston-Salem, North Carolina $1B AUM 29.77% 1-Year Est. Return

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

Trust Point Inc La Crosse, Wisconsin $1.18B AUM 26.72% 1-Year Est. Return

Central Pacific Bank - Trust Division Honolulu, Hawaii $984M AUM 34.19% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return