EWA
TASK icon

EverSource Wealth Advisors’s TaskUs TASK Stock Holding History

EverSource 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 		$11.9K Buy
2,533
+1,991
+367% +$12.1K ﹤0.01% 2803
2026
Q1 		$3.64K Buy
542
+359
+196% +$3.8K ﹤0.01% 3409
2025
Q4 		$2.16K Buy
183
+148
+423% +$1.89K ﹤0.01% 3479
2025
Q3 		$625 Hold
35
– – ﹤0.01% 3888
2025
Q2 		$587 Buy
35
+20
+133% +$305 ﹤0.01% 3864
2025
Q1 		$204 Buy
15
+9
+150% +$135 ﹤0.01% 3701
2024
Q4 		$102 Buy
+6
New +$86 ﹤0.01% 3541
2022
Q2 		– Sell
-140
Closed -$5K – 1884
2022
Q1 		$5K Hold
140
– – ﹤0.01% 1291
2021
Q4 		$8K Buy
+140
New +$7.63K ﹤0.01% 1067

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

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

EverSource Wealth Advisors increased its TaskUs (TASK) stake by 367% in Q2 2026, buying an estimated $12.1K and bringing the position to 2,533 shares worth $11.9K. The position accounts for ﹤0.01% of the portfolio, ranked #2803.

EverSource Wealth Advisors first reported a position in TASK in Q4 2021 and has held it in 9 quarters since. 105 funds tracked by Wall St. Rank hold TASK as of Q2 2026.

  • EverSource Wealth Advisors held 2,533 shares of TaskUs worth $11.9K as of Q2 2026.
  • EverSource Wealth Advisors bought 1,991 TaskUs shares in Q2 2026, an estimated $12.1K.
  • TaskUs made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #2803 holding.
  • EverSource Wealth Advisors first reported a position in TaskUs in Q4 2021 and has held it in 9 quarters since.
  • 105 funds tracked by Wall St. Rank held TaskUs as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.