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EXLS icon

NewEdge Advisors’s EXL Service EXLS Stock Holding History

NewEdge 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
2026
Q1 		$670 Hold
22
– – ﹤0.01% 3954
2025
Q4 		$934 Hold
22
– – ﹤0.01% 3992
2025
Q3 		$969 Hold
22
– – ﹤0.01% 3888
2025
Q2 		$963 Hold
22
– – ﹤0.01% 3719
2025
Q1 		$1.04K Hold
22
– – ﹤0.01% 3619
2024
Q4 		$976 Hold
22
– – ﹤0.01% 3570
2024
Q3 		$839 Hold
22
– – ﹤0.01% 3545
2024
Q2 		$690 Sell
22
-267
-92% -$8.01K ﹤0.01% 3528
2024
Q1 		$9.19K Sell
289
-108
-27% -$3.36K ﹤0.01% 2922
2023
Q4 		$12.2K Sell
397
-33
-8% -$934 ﹤0.01% 2768
2023
Q3 		$12.1K Hold
430
– – ﹤0.01% 2518
2023
Q2 		$13K Hold
430
– – ﹤0.01% 2526
2023
Q1 		$13.9K Sell
430
-1,400
-77% -$46.4K ﹤0.01% 2465
2022
Q4 		$42.4K Buy
+1,830
New +$63.6K ﹤0.01% 1790

Other funds holding EXLS

BlackRock
BlackRock New York $5.7T 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 $1.47T AUM 27.86% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $121B AUM 33.93% 1-Year Est. Return