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Unique Wealth Strategies’s EXL Service EXLS Stock Holding History

Unique Wealth Strategies’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
2025
Q2 		– Sell
-13,365
Closed -$631K – 212
2025
Q1 		$631K Sell
13,365
-221
-2% -$10.6K 0.29% 82
2024
Q4 		$603K Buy
13,586
+283
+2% +$12.2K 0.26% 92
2024
Q3 		$508K Buy
13,303
+13,035
+4,864% +$455K 0.21% 129
2024
Q2 		$8.52K Buy
+268
New +$8.04K ﹤0.01% 336

Other funds holding EXLS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Unique Wealth Strategies's EXLS Position: Q2 2025 in Review

Unique Wealth Strategies sold out of EXL Service (EXLS) in Q2 2025, closing a stake of 13,365 shares — an estimated $631K sold.

Unique Wealth Strategies first reported a position in EXLS in Q2 2024 and held it in 4 quarters. The position peaked at $631K in Q1 2025. 460 funds tracked by Wall St. Rank hold EXLS as of Q2 2025.

  • Unique Wealth Strategies reported no remaining EXL Service position as of Q2 2025 after selling out during the quarter.
  • Unique Wealth Strategies sold 13,365 EXL Service shares in Q2 2025, an estimated $631K.
  • Unique Wealth Strategies first reported a position in EXL Service in Q2 2024 and held it in 4 quarters.
  • Unique Wealth Strategies's EXL Service position peaked at $631K in Q1 2025.
  • 460 funds tracked by Wall St. Rank held EXL Service as of Q2 2025.

Based on Unique Wealth Strategies's 13F filing for Q2 2025, filed 14 Jul 2026.