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Integrated Wealth Concepts’s EXL Service EXLS Stock Holding History

Integrated Wealth Concepts’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 		$278K Sell
10,755
-15,527
-59% -$457K ﹤0.01% 2020
2026
Q1 		$800K Buy
26,282
+10,464
+66% +$361K 0.01% 1250
2025
Q4 		$671K Buy
15,818
+7,361
+87% +$301K 0.01% 955
2025
Q3 		$372K Sell
8,457
-4,641
-35% -$201K ﹤0.01% 1509
2025
Q2 		$574K Sell
13,098
-1,336
-9% -$61.1K 0.01% 1197
2025
Q1 		$681K Buy
14,434
+3,334
+30% +$160K 0.01% 1008
2024
Q4 		$493K Buy
+11,100
New +$480K 0.01% 1124

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 $3.37T AUM 44.26% 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

Integrated Wealth Concepts's EXLS Position: Q2 2026 in Review

Integrated Wealth Concepts reduced its EXL Service (EXLS) stake by 59% in Q2 2026, selling an estimated $457K and leaving 10,755 shares worth $278K. The position accounts for ﹤0.01% of the portfolio, ranked #2020.

Integrated Wealth Concepts first reported a position in EXLS in Q4 2024 and has held it in 7 quarters since. The position peaked at $800K in Q1 2026. 442 funds tracked by Wall St. Rank hold EXLS as of Q2 2026.

  • Integrated Wealth Concepts held 10,755 shares of EXL Service worth $278K as of Q2 2026.
  • Integrated Wealth Concepts sold 15,527 EXL Service shares in Q2 2026, an estimated $457K.
  • EXL Service made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #2020 holding.
  • Integrated Wealth Concepts first reported a position in EXL Service in Q4 2024 and has held it in 7 quarters since.
  • Integrated Wealth Concepts's EXL Service position peaked at $800K in Q1 2026.
  • 442 funds tracked by Wall St. Rank held EXL Service as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.