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Wealth Preservation Advisors’s EXL Service EXLS Stock Holding History

Wealth Preservation Advisors’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 		– Sell
-12
Closed -$365 – 360
2026
Q1 		$365 Buy
+12
New +$414 ﹤0.01% 820

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

Wealth Preservation Advisors's EXLS Position: Q2 2026 in Review

Wealth Preservation Advisors sold out of EXL Service (EXLS) in Q2 2026, closing a stake of 12 shares — an estimated $365 sold.

Wealth Preservation Advisors first reported a position in EXLS in Q1 2026 and held it in 1 quarter. The position peaked at $365 in Q1 2026. 442 funds tracked by Wall St. Rank hold EXLS as of Q2 2026.

  • Wealth Preservation Advisors reported no remaining EXL Service position as of Q2 2026 after selling out during the quarter.
  • Wealth Preservation Advisors sold 12 EXL Service shares in Q2 2026, an estimated $365.
  • Wealth Preservation Advisors first reported a position in EXL Service in Q1 2026 and held it in 1 quarter.
  • Wealth Preservation Advisors's EXL Service position peaked at $365 in Q1 2026.
  • 442 funds tracked by Wall St. Rank held EXL Service as of Q2 2026.

Based on Wealth Preservation Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.