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 $5.7T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $121B AUM 33.93% 1-Year Est. Return