SWP
EXLS icon

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
Q2 		$1.16K Hold
45
– – ﹤0.01% 1252
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 $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

Strategic Wealth Partners's EXLS Position: Q2 2026 in Review

Strategic Wealth Partners held its EXL Service (EXLS) position steady in Q2 2026 at 45 shares worth $1.16K. The position accounts for ﹤0.01% of the portfolio, ranked #1252.

Strategic Wealth Partners first reported a position in EXLS in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.91K in Q4 2025. 442 funds tracked by Wall St. Rank hold EXLS as of Q2 2026.

  • Strategic Wealth Partners held 45 shares of EXL Service worth $1.16K as of Q2 2026.
  • Strategic Wealth Partners left its EXL Service share count unchanged in Q2 2026.
  • EXL Service made up ﹤0.01% of Strategic Wealth Partners's portfolio in Q2 2026, its #1252 holding.
  • Strategic Wealth Partners first reported a position in EXL Service in Q3 2025 and has held it in 4 quarters since.
  • Strategic Wealth Partners's EXL Service position peaked at $1.91K in Q4 2025.
  • 442 funds tracked by Wall St. Rank held EXL Service as of Q2 2026.

Based on Strategic Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.