RWM
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Ritholtz Wealth Management’s EXL Service EXLS Stock Holding History

Ritholtz 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
Q2 		– Sell
-6,578
Closed -$200K – 1337
2026
Q1 		$200K Sell
6,578
-1,310
-17% -$45.2K ﹤0.01% 1137
2025
Q4 		$335K Sell
7,888
-82
-1% -$3.35K 0.01% 848
2025
Q3 		$351K Buy
7,970
+9
+0.1% +$390 0.01% 791
2025
Q2 		$349K Buy
7,961
+882
+12% +$40.3K 0.01% 749
2025
Q1 		$334K Hold
7,079
– – 0.01% 715
2024
Q4 		$314K Hold
7,079
– – 0.01% 693
2024
Q3 		$270K Buy
+7,079
New +$247K 0.01% 727
2024
Q2 		– Sell
-7,036
Closed -$224K – 833
2024
Q1 		$224K Sell
7,036
-632
-8% -$19.7K 0.01% 719
2023
Q4 		$237K Sell
7,668
-1,816
-19% -$51.4K 0.01% 658
2023
Q3 		$266K Sell
9,484
-3,996
-30% -$117K 0.01% 575
2023
Q2 		$407K Sell
13,480
-285
-2% -$8.99K 0.02% 473
2023
Q1 		$446K Sell
13,765
-9,285
-40% -$308K 0.02% 436
2022
Q4 		$781K Sell
23,050
-5,435
-19% -$189K 0.04% 280
2022
Q3 		$840K Sell
28,485
-950
-3% -$31K 0.04% 282
2022
Q2 		$867K Buy
29,435
+8,525
+41% +$241K 0.05% 207
2022
Q1 		$599K Buy
20,910
+4,635
+28% +$118K 0.04% 273
2021
Q4 		$471K Buy
+16,275
New +$429K 0.03% 318

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 $3.38T AUM 44.17% 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

Ritholtz Wealth Management's EXLS Position: Q2 2026 in Review

Ritholtz Wealth Management sold out of EXL Service (EXLS) in Q2 2026, closing a stake of 6,578 shares — an estimated $200K sold.

Ritholtz Wealth Management first reported a position in EXLS in Q4 2021 and held it in 17 quarters. The position peaked at $867K in Q2 2022. 442 funds tracked by Wall St. Rank hold EXLS as of Q2 2026.

  • Ritholtz Wealth Management reported no remaining EXL Service position as of Q2 2026 after selling out during the quarter.
  • Ritholtz Wealth Management sold 6,578 EXL Service shares in Q2 2026, an estimated $200K.
  • Ritholtz Wealth Management first reported a position in EXL Service in Q4 2021 and held it in 17 quarters.
  • Ritholtz Wealth Management's EXL Service position peaked at $867K in Q2 2022.
  • 442 funds tracked by Wall St. Rank held EXL Service as of Q2 2026.

Based on Ritholtz Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.