Alta Wealth Advisors’s TaskUs TASK Stock Holding History

Alta Wealth Advisors’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 Q1	–	Sell	-16,726	Closed	-$197K	–	185
2025 Q4	$197K	Buy	+16,726	New	+$214K	0.07%	163

Other funds holding TASK

Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return

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

MVP

Medina Value Partners Los Angeles, California $510M AUM 26.16% 1-Year Est. Return

Dalton Investments Las Vegas, Nevada $111M AUM 7.89% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Calamos Advisors Naperville, Illinois $30.1B AUM 30.03% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Alta Wealth Advisors's TASK Position: Q1 2026 in Review

Alta Wealth Advisors sold out of TaskUs (TASK) in Q1 2026, closing a stake of 16,726 shares — an estimated $197K sold.

Alta Wealth Advisors first reported a position in TASK in Q4 2025 and held it in 1 quarter. The position peaked at $197K in Q4 2025. 108 funds tracked by Wall St. Rank hold TASK as of Q1 2026.

Alta Wealth Advisors reported no remaining TaskUs position as of Q1 2026 after selling out during the quarter.
Alta Wealth Advisors sold 16,726 TaskUs shares in Q1 2026, an estimated $197K.
Alta Wealth Advisors first reported a position in TaskUs in Q4 2025 and held it in 1 quarter.
Alta Wealth Advisors's TaskUs position peaked at $197K in Q4 2025.
108 funds tracked by Wall St. Rank held TaskUs as of Q1 2026.

Based on Alta Wealth Advisors's 13F filing for Q1 2026, filed 5 May 2026.