Measured Wealth Private Client Group’s EXL Service EXLS Stock Holding History

Measured Wealth Private Client Group’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	–	Hold	0	–	–	–	705
2026 Q1	–	Hold	0	–	–	–	706
2019 Q3	–	Sell	-30,435	Closed	-$403K	–	159
2019 Q2	$403K	Sell	30,435 -1,525	-5%	-$18.7K	0.23%	88
2019 Q1	$384K	Buy	31,960 +9,510	+42%	+$112K	0.24%	93
2018 Q4	$236K	Sell	22,450 -9,510	-30%	-$110K	0.21%	83
2018 Q3	$422K	Buy	31,960 +5,335	+20%	+$66K	0.25%	66
2018 Q2	$301K	Buy	+26,625	New	+$304K	0.25%	99

Other funds holding EXLS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Geneva Capital Management Milwaukee, Wisconsin $4.36B AUM 17.81% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Measured Wealth Private Client Group's EXLS Position: Q2 2026 in Review

Measured Wealth Private Client Group held its EXL Service (EXLS) position steady in Q2 2026 at 0 shares worth $6. The position accounts for ﹤0.01% of the portfolio, ranked #705.

Measured Wealth Private Client Group first reported a position in EXLS in Q2 2018 and has held it in 5 quarters since. The position peaked at $422K in Q3 2018. 443 funds tracked by Wall St. Rank hold EXLS as of Q2 2026.

Measured Wealth Private Client Group held 0 shares of EXL Service worth $6 as of Q2 2026.
Measured Wealth Private Client Group left its EXL Service share count unchanged in Q2 2026.
EXL Service made up ﹤0.01% of Measured Wealth Private Client Group's portfolio in Q2 2026, its #705 holding.
Measured Wealth Private Client Group first reported a position in EXL Service in Q2 2018 and has held it in 5 quarters since.
Measured Wealth Private Client Group's EXL Service position peaked at $422K in Q3 2018.
443 funds tracked by Wall St. Rank held EXL Service as of Q2 2026.

Based on Measured Wealth Private Client Group's 13F filing for Q2 2026, filed 10 Aug 2026.