Covestor’s TaskUs TASK Stock Holding History

Covestor’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	–	Sell	-730	Closed	-$5K	–	2832
2026 Q1	$5K	Buy	730 +49	+7%	+$518	﹤0.01%	1833
2025 Q4	$8K	Buy	+681	New	+$8.7K	﹤0.01%	1746
2024 Q1	–	Sell	-785	Closed	-$10K	–	2722
2023 Q4	$10K	Sell	785 -22	-3%	-$244	0.01%	1599
2023 Q3	$8K	Buy	+807	New	+$8.68K	0.01%	1579

Other funds holding TASK

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

CEI

Clark Estates Inc New York $434M AUM 15% 1-Year Est. Return

Covestor's TASK Position: Q2 2026 in Review

Covestor sold out of TaskUs (TASK) in Q2 2026, closing a stake of 730 shares — an estimated $5K sold.

Covestor first reported a position in TASK in Q3 2023 and held it in 4 quarters. The position peaked at $10K in Q4 2023. 70 funds tracked by Wall St. Rank hold TASK as of Q2 2026.

Covestor reported no remaining TaskUs position as of Q2 2026 after selling out during the quarter.
Covestor sold 730 TaskUs shares in Q2 2026, an estimated $5K.
Covestor first reported a position in TaskUs in Q3 2023 and held it in 4 quarters.
Covestor's TaskUs position peaked at $10K in Q4 2023.
70 funds tracked by Wall St. Rank held TaskUs as of Q2 2026.

Based on Covestor's 13F filing for Q2 2026, filed 7 Aug 2026.