Carson Wealth (CWM LLC)
TASK icon

Carson Wealth (CWM LLC)’s TaskUs TASK Stock Holding History

Carson Wealth (CWM LLC)’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 		$146K Buy
21,760
+20,199
+1,294% +$214K ﹤0.01% 2977
2025
Q4 		$18K Buy
1,561
+816
+110% +$10.4K ﹤0.01% 4235
2025
Q3 		$13K Buy
745
+337
+83% +$5.83K ﹤0.01% 4368
2025
Q2 		$7K Buy
408
+106
+35% +$1.61K ﹤0.01% 4489
2025
Q1 		$4K Sell
302
-7,431
-96% -$112K ﹤0.01% 4571
2024
Q4 		$131K Buy
7,733
+187
+2% +$2.68K ﹤0.01% 2107
2024
Q3 		$97K Buy
7,546
+7,516
+25,053% +$106K ﹤0.01% 2210
2024
Q2 		$0 Buy
+30
New +$386 ﹤0.01% 4930
2023
Q4 		– Sell
-90,994
Closed -$945K – 4502
2023
Q3 		$945K Sell
90,994
-66
-0.1% -$710 0.01% 779
2023
Q2 		$1.03M Hold
91,060
– – 0.01% 705
2023
Q1 		$1.31M Buy
91,060
+90,845
+42,253% +$1.58M 0.01% 578
2022
Q4 		$4K Buy
215
+82
+62% +$1.54K ﹤0.01% 3334
2022
Q3 		$2K Buy
133
+100
+303% +$1.76K ﹤0.01% 3540
2022
Q2 		$1K Buy
+33
New +$841 ﹤0.01% 3646

Other funds holding TASK

Blackstone Inc
Blackstone Inc New York $32.9B AUM 23.58% 1-Year Est. Return
TI
Think Investments San Francisco, California $847M AUM 88.1% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 12.96% 1-Year Est. Return
MVP
Medina Value Partners Los Angeles, California $510M AUM 26.16% 1-Year Est. Return
DI
Dalton Investments Las Vegas, Nevada $111M AUM 7.89% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Calamos Advisors
Calamos Advisors Naperville, Illinois $30.1B AUM 30.03% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Carson Wealth (CWM LLC)'s TASK Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its TaskUs (TASK) stake by 1,294% in Q1 2026, buying an estimated $214K and bringing the position to 21,760 shares worth $146K. The position accounts for ﹤0.01% of the portfolio, ranked #2977.

Carson Wealth (CWM LLC) first reported a position in TASK in Q2 2022 and has held it in 14 quarters since. The position peaked at $1.31M in Q1 2023. 108 funds tracked by Wall St. Rank hold TASK as of Q1 2026.

  • Carson Wealth (CWM LLC) held 21,760 shares of TaskUs worth $146K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 20,199 TaskUs shares in Q1 2026, an estimated $214K.
  • TaskUs made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2977 holding.
  • Carson Wealth (CWM LLC) first reported a position in TaskUs in Q2 2022 and has held it in 14 quarters since.
  • Carson Wealth (CWM LLC)'s TaskUs position peaked at $1.31M in Q1 2023.
  • 108 funds tracked by Wall St. Rank held TaskUs as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.