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Mindset Wealth Management’s EXL Service EXLS Stock Holding History

Mindset Wealth Management’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
Q2 		– Sell
-4,406
Closed -$208K – 156
2025
Q1 		$208K Sell
4,406
-143
-3% -$6.88K 0.08% 135
2024
Q4 		$202K Buy
+4,549
New +$197K 0.07% 129

Other funds holding EXLS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Mindset Wealth Management's EXLS Position: Q2 2025 in Review

Mindset Wealth Management sold out of EXL Service (EXLS) in Q2 2025, closing a stake of 4,406 shares — an estimated $208K sold.

Mindset Wealth Management first reported a position in EXLS in Q4 2024 and held it in 2 quarters. The position peaked at $208K in Q1 2025. 460 funds tracked by Wall St. Rank hold EXLS as of Q2 2025.

  • Mindset Wealth Management reported no remaining EXL Service position as of Q2 2025 after selling out during the quarter.
  • Mindset Wealth Management sold 4,406 EXL Service shares in Q2 2025, an estimated $208K.
  • Mindset Wealth Management first reported a position in EXL Service in Q4 2024 and held it in 2 quarters.
  • Mindset Wealth Management's EXL Service position peaked at $208K in Q1 2025.
  • 460 funds tracked by Wall St. Rank held EXL Service as of Q2 2025.

Based on Mindset Wealth Management's 13F filing for Q2 2025, filed 11 Aug 2025.