Highline Wealth Partners
EXLS icon

Highline Wealth Partners’s EXL Service EXLS Stock Holding History

Highline Wealth Partners’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 		$4.78K Hold
139
– – ﹤0.01% 925
2026
Q2 		$3.6K Sell
139
-1
-0.7% -$29 ﹤0.01% 955
2026
Q1 		$4.26K Buy
+140
New +$4.83K ﹤0.01% 778
2025
Q2 		– Sell
-61
Closed -$2.88K – 959
2025
Q1 		$2.88K Buy
+61
New +$2.94K ﹤0.01% 563

Other funds holding EXLS

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Fenimore Asset Management
Fenimore Asset Management Cobleskill, New York $4.55B AUM 5.53% 1-Year Est. Return
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return
GHP Investment Advisors
GHP Investment Advisors Denver, Colorado $2.68B AUM 19.3% 1-Year Est. Return
Crossmark Global Holdings
Crossmark Global Holdings Houston, Texas $7.69B AUM 31.68% 1-Year Est. Return
Campbell Newman Asset Management
Campbell Newman Asset Management Milwaukee, Wisconsin $1.33B AUM 26.63% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
OTL
Oak Thistle LLC New York $1.09B AUM 11.78% 1-Year Est. Return
Livforsakringsbolaget Skandia
Livforsakringsbolaget Skandia Stockholm, Sweden $3.02B AUM 43.19% 1-Year Est. Return

Highline Wealth Partners's EXLS Position: Q3 2026 in Review

Highline Wealth Partners held its EXL Service (EXLS) position steady in Q3 2026 at 139 shares worth $4.78K. The position accounts for ﹤0.01% of the portfolio, ranked #925.

Highline Wealth Partners first reported a position in EXLS in Q1 2025 and has held it in 4 quarters since. 77 funds tracked by Wall St. Rank hold EXLS as of Q3 2026.

  • Highline Wealth Partners held 139 shares of EXL Service worth $4.78K as of Q3 2026.
  • Highline Wealth Partners left its EXL Service share count unchanged in Q3 2026.
  • EXL Service made up ﹤0.01% of Highline Wealth Partners's portfolio in Q3 2026, its #925 holding.
  • Highline Wealth Partners first reported a position in EXL Service in Q1 2025 and has held it in 4 quarters since.
  • 77 funds tracked by Wall St. Rank held EXL Service as of Q3 2026.

Based on Highline Wealth Partners's 13F filing for Q3 2026, filed 19 Oct 2026.