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Legacy Capital Wealth Partners’s EXL Service EXLS Stock Holding History

Legacy Capital 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
Q2 		– Sell
-6,639
Closed -$202K – 392
2026
Q1 		$202K Buy
6,639
+1,614
+32% +$55.7K 0.04% 374
2025
Q4 		$213K Sell
5,025
-252
-5% -$10.3K 0.05% 352
2025
Q3 		$232K Buy
5,277
+14
+0.3% +$606 0.05% 344
2025
Q2 		$230K Buy
5,263
+79
+2% +$3.61K 0.05% 340
2025
Q1 		$245K Sell
5,184
-369
-7% -$17.8K 0.06% 317
2024
Q4 		$246K Buy
5,553
+182
+3% +$7.87K 0.06% 300
2024
Q3 		$205K Buy
+5,371
New +$188K 0.04% 347

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 $3.38T AUM 44.17% 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

Legacy Capital Wealth Partners's EXLS Position: Q2 2026 in Review

Legacy Capital Wealth Partners sold out of EXL Service (EXLS) in Q2 2026, closing a stake of 6,639 shares — an estimated $202K sold.

Legacy Capital Wealth Partners first reported a position in EXLS in Q3 2024 and held it in 7 quarters. The position peaked at $246K in Q4 2024. 442 funds tracked by Wall St. Rank hold EXLS as of Q2 2026.

  • Legacy Capital Wealth Partners reported no remaining EXL Service position as of Q2 2026 after selling out during the quarter.
  • Legacy Capital Wealth Partners sold 6,639 EXL Service shares in Q2 2026, an estimated $202K.
  • Legacy Capital Wealth Partners first reported a position in EXL Service in Q3 2024 and held it in 7 quarters.
  • Legacy Capital Wealth Partners's EXL Service position peaked at $246K in Q4 2024.
  • 442 funds tracked by Wall St. Rank held EXL Service as of Q2 2026.

Based on Legacy Capital Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.