SWM
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SHP Wealth Management’s EXL Service EXLS Stock Holding History

SHP 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
Q1 		$2.5K Buy
82
+74
+925% +$2.55K ﹤0.01% 1231
2025
Q4 		$340 Buy
+8
New +$327 ﹤0.01% 1411

Other funds holding EXLS

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.36B AUM 17.81% 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 $1.56T AUM 27.86% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

SHP Wealth Management's EXLS Position: Q1 2026 in Review

SHP Wealth Management increased its EXL Service (EXLS) stake by 925% in Q1 2026, buying an estimated $2.55K and bringing the position to 82 shares worth $2.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1231.

SHP Wealth Management first reported a position in EXLS in Q4 2025 and has held it in 2 quarters since. 460 funds tracked by Wall St. Rank hold EXLS as of Q1 2026.

  • SHP Wealth Management held 82 shares of EXL Service worth $2.5K as of Q1 2026.
  • SHP Wealth Management bought 74 EXL Service shares in Q1 2026, an estimated $2.55K.
  • EXL Service made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #1231 holding.
  • SHP Wealth Management first reported a position in EXL Service in Q4 2025 and has held it in 2 quarters since.
  • 460 funds tracked by Wall St. Rank held EXL Service as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.