IFP Advisors’s TaskUs TASK Stock Holding History

IFP 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	$1.16K	Sell	247 -59	-19%	-$358	﹤0.01%	4452
2026 Q1	$2.05K	Buy	306 +297	+3,300%	+$3.14K	﹤0.01%	3952
2025 Q4	$106	Buy	9 +6	+200%	+$77	﹤0.01%	4576
2025 Q3	$54	Buy	+3	New	+$52	﹤0.01%	4649
2025 Q2	–	Hold	0	–	–	–	4532
2025 Q1	–	Hold	0	–	–	–	4208
2024 Q4	–	Hold	0	–	–	–	4478
2022 Q4	–	Sell	-393	Closed	-$13K	–	4829
2022 Q3	$13K	Hold	393	–	–	﹤0.01%	3475
2022 Q2	$13K	Hold	393	–	–	﹤0.01%	3217
2022 Q1	$13K	Buy	+393	New	+$13.8K	﹤0.01%	3217

Other funds holding TASK

Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return

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

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 Stamford, Connecticut $36.8B AUM 42.13% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

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

IFP Advisors's TASK Position: Q2 2026 in Review

IFP Advisors reduced its TaskUs (TASK) stake by 19% in Q2 2026, selling an estimated $358 and leaving 247 shares worth $1.16K. The position accounts for ﹤0.01% of the portfolio, ranked #4452.

IFP Advisors first reported a position in TASK in Q1 2022 and has held it in 7 quarters since. The position peaked at $13K in Q3 2022. 105 funds tracked by Wall St. Rank hold TASK as of Q2 2026.

IFP Advisors held 247 shares of TaskUs worth $1.16K as of Q2 2026.
IFP Advisors sold 59 TaskUs shares in Q2 2026, an estimated $358.
TaskUs made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #4452 holding.
IFP Advisors first reported a position in TaskUs in Q1 2022 and has held it in 7 quarters since.
IFP Advisors's TaskUs position peaked at $13K in Q3 2022.
105 funds tracked by Wall St. Rank held TaskUs as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.