IA
TASK icon

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
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 – 4832
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

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TI
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SCM
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MVP
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DI
Dalton Investments Las Vegas, Nevada $103M AUM 3.77% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $61.9B AUM 29.81% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Calamos Advisors
Calamos Advisors Naperville, Illinois $25.9B AUM 21.78% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return