True Wealth Design
EXLS icon

True Wealth Design’s EXL Service EXLS Stock Holding History

True Wealth Design’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
Q3 		$16.2K Sell
472
-153
-24% -$5.1K ﹤0.01% 898
2026
Q2 		$16.2K Sell
625
-271
-30% -$7.98K ﹤0.01% 896
2026
Q1 		$27.3K Buy
896
+190
+27% +$6.55K 0.01% 593
2025
Q4 		$30K Buy
706
+257
+57% +$10.5K 0.01% 476
2025
Q3 		$19.8K Buy
449
+446
+14,867% +$19.3K 0.01% 619
2025
Q2 		$132 Hold
3
– – ﹤0.01% 2173
2025
Q1 		$142 Buy
+3
New +$144 ﹤0.01% 2082

Other funds holding EXLS

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Geneva Capital Management
Geneva Capital Management Milwaukee, Wisconsin $3.59B AUM 12.18% 1-Year Est. Return
Los Angeles Capital Management
Los Angeles Capital Management Los Angeles, California $29.2B AUM 33.64% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.6B AUM 38.62% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

True Wealth Design's EXLS Position: Q3 2026 in Review

True Wealth Design reduced its EXL Service (EXLS) stake by 24% in Q3 2026, selling an estimated $5.1K and leaving 472 shares worth $16.2K. The position accounts for ﹤0.01% of the portfolio, ranked #898.

True Wealth Design first reported a position in EXLS in Q1 2025 and has held it in 7 quarters since. The position peaked at $30K in Q4 2025. 250 funds tracked by Wall St. Rank hold EXLS as of Q3 2026.

  • True Wealth Design held 472 shares of EXL Service worth $16.2K as of Q3 2026.
  • True Wealth Design sold 153 EXL Service shares in Q3 2026, an estimated $5.1K.
  • EXL Service made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #898 holding.
  • True Wealth Design first reported a position in EXL Service in Q1 2025 and has held it in 7 quarters since.
  • True Wealth Design's EXL Service position peaked at $30K in Q4 2025.
  • 250 funds tracked by Wall St. Rank held EXL Service as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.