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Allworth Financial’s TaskUs TASK Stock Holding History

Allworth Financial’s Portfolio TASK Stock Details TASK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.87K Sell
613
-3,538
-85% -$21.5K ﹤0.01% 4371
2026
Q1 		$27.9K Buy
4,151
+1,820
+78% +$19.3K ﹤0.01% 2758
2025
Q4 		$27.5K Buy
2,331
+2,306
+9,224% +$29.5K ﹤0.01% 2592
2025
Q3 		$447 Buy
+25
New +$432 ﹤0.01% 4460

Other funds holding TASK

Blackstone Inc
Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return
TI
Think Investments San Francisco, California $847M AUM 88.1% 1-Year Est. Return
SCM
Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return
DI
Dalton Investments Las Vegas, Nevada $111M AUM 7.89% 1-Year Est. Return
SAM
Storebrand Asset Management Lysaker, Norway $40.6B AUM 38.65% 1-Year Est. Return
Hudson Bay Capital Management
Hudson Bay Capital Management Stamford, Connecticut $36.8B AUM 42.13% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Allworth Financial's TASK Position: Q2 2026 in Review

Allworth Financial reduced its TaskUs (TASK) stake by 85% in Q2 2026, selling an estimated $21.5K and leaving 613 shares worth $2.87K. The position accounts for ﹤0.01% of the portfolio, ranked #4371.

Allworth Financial first reported a position in TASK in Q3 2025 and has held it in 4 quarters since. The position peaked at $27.9K in Q1 2026. 105 funds tracked by Wall St. Rank hold TASK as of Q2 2026.

  • Allworth Financial held 613 shares of TaskUs worth $2.87K as of Q2 2026.
  • Allworth Financial sold 3,538 TaskUs shares in Q2 2026, an estimated $21.5K.
  • TaskUs made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #4371 holding.
  • Allworth Financial first reported a position in TaskUs in Q3 2025 and has held it in 4 quarters since.
  • Allworth Financial's TaskUs position peaked at $27.9K in Q1 2026.
  • 105 funds tracked by Wall St. Rank held TaskUs as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.