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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
Q2 		$879 Sell
34
-48
-59% -$1.41K ﹤0.01% 1631
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 $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

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

SHP Wealth Management reduced its EXL Service (EXLS) stake by 59% in Q2 2026, selling an estimated $1.41K and leaving 34 shares worth $879. The position accounts for ﹤0.01% of the portfolio, ranked #1631.

SHP Wealth Management first reported a position in EXLS in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.5K in Q1 2026. 442 funds tracked by Wall St. Rank hold EXLS as of Q2 2026.

  • SHP Wealth Management held 34 shares of EXL Service worth $879 as of Q2 2026.
  • SHP Wealth Management sold 48 EXL Service shares in Q2 2026, an estimated $1.41K.
  • EXL Service made up ﹤0.01% of SHP Wealth Management's portfolio in Q2 2026, its #1631 holding.
  • SHP Wealth Management first reported a position in EXL Service in Q4 2025 and has held it in 3 quarters since.
  • SHP Wealth Management's EXL Service position peaked at $2.5K in Q1 2026.
  • 442 funds tracked by Wall St. Rank held EXL Service as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.