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Marshall & Sterling Wealth Advisors’s EXL Service EXLS Stock Holding History

Marshall & Sterling Wealth Advisors’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
2025
Q4 		– Sell
-112
Closed -$4.93K – 441
2025
Q3 		$4.93K Hold
112
– – ﹤0.01% 506
2025
Q2 		$4.9K Hold
112
– – ﹤0.01% 484
2025
Q1 		$5.29K Buy
+112
New +$5.39K ﹤0.01% 462

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 Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.36B AUM 17.81% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Marshall & Sterling Wealth Advisors's EXLS Position: Q4 2025 in Review

Marshall & Sterling Wealth Advisors sold out of EXL Service (EXLS) in Q4 2025, closing a stake of 112 shares — an estimated $4.93K sold.

Marshall & Sterling Wealth Advisors first reported a position in EXLS in Q1 2025 and held it in 3 quarters. The position peaked at $5.29K in Q1 2025. 466 funds tracked by Wall St. Rank hold EXLS as of Q4 2025.

  • Marshall & Sterling Wealth Advisors reported no remaining EXL Service position as of Q4 2025 after selling out during the quarter.
  • Marshall & Sterling Wealth Advisors sold 112 EXL Service shares in Q4 2025, an estimated $4.93K.
  • Marshall & Sterling Wealth Advisors first reported a position in EXL Service in Q1 2025 and held it in 3 quarters.
  • Marshall & Sterling Wealth Advisors's EXL Service position peaked at $5.29K in Q1 2025.
  • 466 funds tracked by Wall St. Rank held EXL Service as of Q4 2025.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q4 2025, filed 10 Feb 2026.