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Diversify Wealth Management’s EXL Service EXLS Stock Holding History

Diversify Wealth Management’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 		$1.21M Buy
42,412
+4,249
+11% +$125K 0.02% 567
2026
Q1 		$1.19M Buy
38,163
+13,688
+56% +$472K 0.02% 543
2025
Q4 		$1.02M Buy
24,475
+1,644
+7% +$67.2K 0.05% 322
2025
Q3 		$894K Buy
22,831
+4,712
+26% +$204K 0.05% 289
2025
Q2 		$771K Buy
+18,119
New +$828K 0.05% 309

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 $3.38T AUM 44.17% 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

Diversify Wealth Management's EXLS Position: Q2 2026 in Review

Diversify Wealth Management increased its EXL Service (EXLS) stake by 11% in Q2 2026, buying an estimated $125K and bringing the position to 42,412 shares worth $1.21M. The position accounts for 0.02% of the portfolio, ranked #567.

Diversify Wealth Management first reported a position in EXLS in Q2 2025 and has held it in 5 quarters since. 442 funds tracked by Wall St. Rank hold EXLS as of Q2 2026.

  • Diversify Wealth Management held 42,412 shares of EXL Service worth $1.21M as of Q2 2026.
  • Diversify Wealth Management bought 4,249 EXL Service shares in Q2 2026, an estimated $125K.
  • EXL Service made up 0.02% of Diversify Wealth Management's portfolio in Q2 2026, its #567 holding.
  • Diversify Wealth Management first reported a position in EXL Service in Q2 2025 and has held it in 5 quarters since.
  • 442 funds tracked by Wall St. Rank held EXL Service as of Q2 2026.

Based on Diversify Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.