MWM
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Moran Wealth Management’s EXL Service EXLS Stock Holding History

Moran 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
2026
Q1 		– Sell
-52,243
Closed -$2.22M – 506
2025
Q4 		$2.22M Buy
52,243
+3,826
+8% +$156K 0.07% 277
2025
Q3 		$2.13M Buy
+48,417
New +$2.1M 0.06% 274

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

Moran Wealth Management's EXLS Position: Q1 2026 in Review

Moran Wealth Management sold out of EXL Service (EXLS) in Q1 2026, closing a stake of 52,243 shares — an estimated $2.22M sold.

Moran Wealth Management first reported a position in EXLS in Q3 2025 and held it in 2 quarters. The position peaked at $2.22M in Q4 2025. 458 funds tracked by Wall St. Rank hold EXLS as of Q1 2026.

  • Moran Wealth Management reported no remaining EXL Service position as of Q1 2026 after selling out during the quarter.
  • Moran Wealth Management sold 52,243 EXL Service shares in Q1 2026, an estimated $2.22M.
  • Moran Wealth Management first reported a position in EXL Service in Q3 2025 and held it in 2 quarters.
  • Moran Wealth Management's EXL Service position peaked at $2.22M in Q4 2025.
  • 458 funds tracked by Wall St. Rank held EXL Service as of Q1 2026.

Based on Moran Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.