JSW
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Journey Strategic Wealth’s EXL Service EXLS Stock Holding History

Journey Strategic Wealth’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
-5,992
Closed -$254K – 842
2025
Q4 		$254K Buy
5,992
+112
+2% +$4.58K 0.01% 582
2025
Q3 		$259K Buy
5,880
+431
+8% +$18.7K 0.01% 545
2025
Q2 		$239K Buy
5,449
+72
+1% +$3.29K 0.01% 527
2025
Q1 		$254K Sell
5,377
-51
-0.9% -$2.45K 0.01% 387
2024
Q4 		$241K Sell
5,428
-13
-0.2% -$562 0.01% 405
2024
Q3 		$208K Buy
+5,441
New +$190K 0.01% 463

Other funds holding EXLS

BlackRock
BlackRock New York $5.72T 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 $1.56T AUM 27.86% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Journey Strategic Wealth's EXLS Position: Q1 2026 in Review

Journey Strategic Wealth sold out of EXL Service (EXLS) in Q1 2026, closing a stake of 5,992 shares — an estimated $254K sold.

Journey Strategic Wealth first reported a position in EXLS in Q3 2024 and held it in 6 quarters. The position peaked at $259K in Q3 2025. 458 funds tracked by Wall St. Rank hold EXLS as of Q1 2026.

  • Journey Strategic Wealth reported no remaining EXL Service position as of Q1 2026 after selling out during the quarter.
  • Journey Strategic Wealth sold 5,992 EXL Service shares in Q1 2026, an estimated $254K.
  • Journey Strategic Wealth first reported a position in EXL Service in Q3 2024 and held it in 6 quarters.
  • Journey Strategic Wealth's EXL Service position peaked at $259K in Q3 2025.
  • 458 funds tracked by Wall St. Rank held EXL Service as of Q1 2026.

Based on Journey Strategic Wealth's 13F filing for Q1 2026, filed 15 Apr 2026.