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IHT Wealth Management’s TaskUs TASK Stock Holding History

IHT Wealth Management’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
2025
Q4 		– Sell
-18,037
Closed -$322K – 1258
2025
Q3 		$322K Buy
18,037
+1,678
+10% +$29K 0.01% 900
2025
Q2 		$274K Buy
+16,359
New +$249K 0.01% 926

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Hudson Bay Capital Management
Hudson Bay Capital Management Stamford, Connecticut $36.8B AUM 42.13% 1-Year Est. Return
ICM
Irenic Capital Management New York $2.08B AUM 19.87% 1-Year Est. Return
DI
Dalton Investments Las Vegas, Nevada $111M AUM 7.89% 1-Year Est. Return
Calamos Advisors
Calamos Advisors Naperville, Illinois $30.1B AUM 30.03% 1-Year Est. Return
WCMNY
Westchester Capital Management (New York) Valhalla, New York $2.04B AUM 31.03% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return

IHT Wealth Management's TASK Position: Q4 2025 in Review

IHT Wealth Management sold out of TaskUs (TASK) in Q4 2025, closing a stake of 18,037 shares — an estimated $322K sold.

IHT Wealth Management first reported a position in TASK in Q2 2025 and held it in 2 quarters. The position peaked at $322K in Q3 2025. 132 funds tracked by Wall St. Rank hold TASK as of Q4 2025.

  • IHT Wealth Management reported no remaining TaskUs position as of Q4 2025 after selling out during the quarter.
  • IHT Wealth Management sold 18,037 TaskUs shares in Q4 2025, an estimated $322K.
  • IHT Wealth Management first reported a position in TaskUs in Q2 2025 and held it in 2 quarters.
  • IHT Wealth Management's TaskUs position peaked at $322K in Q3 2025.
  • 132 funds tracked by Wall St. Rank held TaskUs as of Q4 2025.

Based on IHT Wealth Management's 13F filing for Q4 2025, filed 17 Feb 2026.