Envestnet Portfolio Solutions
EXLS icon

Envestnet Portfolio Solutions’s EXL Service EXLS Stock Holding History

Envestnet Portfolio Solutions’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 		– Sell
-5,541
Closed -$235K – 1349
2025
Q4 		$235K Buy
5,541
+125
+2% +$5.11K ﹤0.01% 1402
2025
Q3 		$238K Sell
5,416
-1,278
-19% -$55.3K ﹤0.01% 1356
2025
Q2 		$293K Sell
6,694
-872
-12% -$39.9K ﹤0.01% 1348
2025
Q1 		$357K Sell
7,566
-6,704
-47% -$323K ﹤0.01% 1209
2024
Q4 		$633K Buy
14,270
+214
+2% +$9.26K ﹤0.01% 1118
2024
Q3 		$536K Buy
14,056
+3,196
+29% +$112K ﹤0.01% 1169
2024
Q2 		$341K Sell
10,860
-2,949
-21% -$88.5K ﹤0.01% 1309
2024
Q1 		$439K Buy
13,809
+723
+6% +$22.5K ﹤0.01% 1176
2023
Q4 		$404K Buy
13,086
+3,163
+32% +$89.5K ﹤0.01% 1140
2023
Q3 		$278K Buy
+9,923
New +$290K ﹤0.01% 1266

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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.36B AUM 17.81% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Envestnet Portfolio Solutions's EXLS Position: Q1 2026 in Review

Envestnet Portfolio Solutions sold out of EXL Service (EXLS) in Q1 2026, closing a stake of 5,541 shares — an estimated $235K sold.

Envestnet Portfolio Solutions first reported a position in EXLS in Q3 2023 and held it in 10 quarters. The position peaked at $633K in Q4 2024. 463 funds tracked by Wall St. Rank hold EXLS as of Q1 2026.

  • Envestnet Portfolio Solutions reported no remaining EXL Service position as of Q1 2026 after selling out during the quarter.
  • Envestnet Portfolio Solutions sold 5,541 EXL Service shares in Q1 2026, an estimated $235K.
  • Envestnet Portfolio Solutions first reported a position in EXL Service in Q3 2023 and held it in 10 quarters.
  • Envestnet Portfolio Solutions's EXL Service position peaked at $633K in Q4 2024.
  • 463 funds tracked by Wall St. Rank held EXL Service as of Q1 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q1 2026, filed 29 Apr 2026.