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Strategic Wealth Partners’s EXL Service EXLS Stock Holding History

Strategic Wealth Partners’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 		$1.37K Hold
45
– – ﹤0.01% 1202
2025
Q4 		$1.91K Buy
45
+15
+50% +$613 ﹤0.01% 1208
2025
Q3 		$1.32K Buy
+30
New +$1.3K ﹤0.01% 1199

Other funds holding EXLS

BlackRock
BlackRock New York $5.72T 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 $1.56T AUM 27.86% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Strategic Wealth Partners's EXLS Position: Q1 2026 in Review

Strategic Wealth Partners held its EXL Service (EXLS) position steady in Q1 2026 at 45 shares worth $1.37K. The position accounts for ﹤0.01% of the portfolio, ranked #1202.

Strategic Wealth Partners first reported a position in EXLS in Q3 2025 and has held it in 3 quarters since. The position peaked at $1.91K in Q4 2025. 458 funds tracked by Wall St. Rank hold EXLS as of Q1 2026.

  • Strategic Wealth Partners held 45 shares of EXL Service worth $1.37K as of Q1 2026.
  • Strategic Wealth Partners left its EXL Service share count unchanged in Q1 2026.
  • EXL Service made up ﹤0.01% of Strategic Wealth Partners's portfolio in Q1 2026, its #1202 holding.
  • Strategic Wealth Partners first reported a position in EXL Service in Q3 2025 and has held it in 3 quarters since.
  • Strategic Wealth Partners's EXL Service position peaked at $1.91K in Q4 2025.
  • 458 funds tracked by Wall St. Rank held EXL Service as of Q1 2026.

Based on Strategic Wealth Partners's 13F filing for Q1 2026, filed 12 May 2026.