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 Q3	$654	Sell	19 -2	-10%	-$67	﹤0.01%	1018
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

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Fenimore Asset Management Cobleskill, New York $4.55B AUM 5.53% 1-Year Est. Return

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return

GHP Investment Advisors Denver, Colorado $2.68B AUM 19.3% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

NAM

NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

DiNuzzo Private Wealth's EXLS Position: Q3 2026 in Review

DiNuzzo Private Wealth reduced its EXL Service (EXLS) stake by 9.5% in Q3 2026, selling an estimated $67 and leaving 19 shares worth $654. The position accounts for ﹤0.01% of the portfolio, ranked #1018.

DiNuzzo Private Wealth first reported a position in EXLS in Q4 2023 and has held it in 12 quarters since. The position peaked at $1.32K in Q1 2025. 41 funds tracked by Wall St. Rank hold EXLS as of Q3 2026.

DiNuzzo Private Wealth held 19 shares of EXL Service worth $654 as of Q3 2026.
DiNuzzo Private Wealth sold 2 EXL Service shares in Q3 2026, an estimated $67.
EXL Service made up ﹤0.01% of DiNuzzo Private Wealth's portfolio in Q3 2026, its #1018 holding.
DiNuzzo Private Wealth first reported a position in EXL Service in Q4 2023 and has held it in 12 quarters since.
DiNuzzo Private Wealth's EXL Service position peaked at $1.32K in Q1 2025.
41 funds tracked by Wall St. Rank held EXL Service as of Q3 2026.

Based on DiNuzzo Private Wealth's 13F filing for Q3 2026, filed 16 Oct 2026.