EWA
TASK icon

EP Wealth Advisors’s TaskUs TASK Stock Holding History

EP 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
Q2 		$64.8K Buy
+13,842
New +$84K ﹤0.01% 1687

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

EP Wealth Advisors's TASK Position: Q2 2026 in Review

EP Wealth Advisors opened a new position in TaskUs (TASK) in Q2 2026: 13,842 shares worth $64.8K. The stake represents ﹤0.01% of the portfolio and ranks #1687 among its holdings.

105 funds tracked by Wall St. Rank hold TASK as of Q2 2026.

  • EP Wealth Advisors held 13,842 shares of TaskUs worth $64.8K as of Q2 2026.
  • TaskUs was a new EP Wealth Advisors position in Q2 2026.
  • TaskUs made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #1687 holding.
  • 105 funds tracked by Wall St. Rank held TaskUs as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.