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Retirement Wealth Solutions’s EXL Service EXLS Stock Holding History

Retirement Wealth Solutions’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 		$518 Sell
20
-71
-78% -$2.09K ﹤0.01% 730
2026
Q1 		$2.77K Buy
91
+32
+54% +$1.1K ﹤0.01% 437
2025
Q4 		$2.5K Buy
59
+8
+16% +$327 ﹤0.01% 418
2025
Q3 		$2.25K Buy
+51
New +$2.21K ﹤0.01% 425

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

Retirement Wealth Solutions's EXLS Position: Q2 2026 in Review

Retirement Wealth Solutions reduced its EXL Service (EXLS) stake by 78% in Q2 2026, selling an estimated $2.09K and leaving 20 shares worth $518. The position accounts for ﹤0.01% of the portfolio, ranked #730.

Retirement Wealth Solutions first reported a position in EXLS in Q3 2025 and has held it in 4 quarters since. The position peaked at $2.77K in Q1 2026. 442 funds tracked by Wall St. Rank hold EXLS as of Q2 2026.

  • Retirement Wealth Solutions held 20 shares of EXL Service worth $518 as of Q2 2026.
  • Retirement Wealth Solutions sold 71 EXL Service shares in Q2 2026, an estimated $2.09K.
  • EXL Service made up ﹤0.01% of Retirement Wealth Solutions's portfolio in Q2 2026, its #730 holding.
  • Retirement Wealth Solutions first reported a position in EXL Service in Q3 2025 and has held it in 4 quarters since.
  • Retirement Wealth Solutions's EXL Service position peaked at $2.77K in Q1 2026.
  • 442 funds tracked by Wall St. Rank held EXL Service as of Q2 2026.

Based on Retirement Wealth Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.