PWMG
EXLS icon

Private Wealth Management Group’s EXL Service EXLS Stock Holding History

Private Wealth Management 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
Q1 		$6.33K Buy
208
+9
+5% +$310 ﹤0.01% 677
2025
Q4 		$8.45K Hold
199
– – ﹤0.01% 566
2025
Q3 		$8.76K Hold
199
– – ﹤0.01% 558
2025
Q2 		$8.71K Hold
199
– – ﹤0.01% 533
2025
Q1 		$9.39K Hold
199
– – ﹤0.01% 491
2024
Q4 		$8.83K Hold
199
– – ﹤0.01% 524
2024
Q3 		$7.59K Hold
199
– – ﹤0.01% 557
2024
Q2 		$6.24K Buy
199
+133
+202% +$3.99K ﹤0.01% 622
2024
Q1 		$2.1K Hold
66
– – ﹤0.01% 943
2023
Q4 		$2.04K Buy
+66
New +$1.87K ﹤0.01% 973

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