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Physician Wealth Advisors’s EXL Service EXLS Stock Holding History

Physician 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
2026
Q2 		– Sell
-80
Closed -$2.44K – 2374
2026
Q1 		$2.44K Buy
+80
New +$2.76K ﹤0.01% 1264
2025
Q4 		– Sell
-16
Closed -$705 – 2075
2025
Q3 		$705 Buy
+16
New +$693 ﹤0.01% 1730

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 Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.36B AUM 17.81% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Physician Wealth Advisors's EXLS Position: Q2 2026 in Review

Physician Wealth Advisors sold out of EXL Service (EXLS) in Q2 2026, closing a stake of 80 shares — an estimated $2.44K sold.

Physician Wealth Advisors first reported a position in EXLS in Q3 2025 and held it in 2 quarters. The position peaked at $2.44K in Q1 2026. 442 funds tracked by Wall St. Rank hold EXLS as of Q2 2026.

  • Physician Wealth Advisors reported no remaining EXL Service position as of Q2 2026 after selling out during the quarter.
  • Physician Wealth Advisors sold 80 EXL Service shares in Q2 2026, an estimated $2.44K.
  • Physician Wealth Advisors first reported a position in EXL Service in Q3 2025 and held it in 2 quarters.
  • Physician Wealth Advisors's EXL Service position peaked at $2.44K in Q1 2026.
  • 442 funds tracked by Wall St. Rank held EXL Service as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.