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Clearstead Advisors’s TaskUs TASK Stock Holding History

Clearstead 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
Q2 		$39 Buy
+8
New +$49 ﹤0.01% 3517
2025
Q4 		– Sell
-4
Closed -$72 – 3224
2025
Q3 		$72 Buy
+4
New +$69 ﹤0.01% 2950

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

Clearstead Advisors's TASK Position: Q2 2026 in Review

Clearstead Advisors opened a new position in TaskUs (TASK) in Q2 2026: 8 shares worth $39. The stake represents ﹤0.01% of the portfolio and ranks #3517 among its holdings. This is a return to the name: Clearstead Advisors previously reported a position in TASK as recently as Q3 2025.

Clearstead Advisors first reported a position in TASK in Q3 2025 and has held it in 2 quarters since. The position peaked at $72 in Q3 2025. 105 funds tracked by Wall St. Rank hold TASK as of Q2 2026.

  • Clearstead Advisors held 8 shares of TaskUs worth $39 as of Q2 2026.
  • TaskUs was a new Clearstead Advisors position in Q2 2026.
  • TaskUs made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #3517 holding.
  • Clearstead Advisors first reported a position in TaskUs in Q3 2025 and has held it in 2 quarters since.
  • Clearstead Advisors's TaskUs position peaked at $72 in Q3 2025.
  • 105 funds tracked by Wall St. Rank held TaskUs as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.