KAS
TASK icon

Kestra Advisory Services’s TaskUs TASK Stock Holding History

Kestra Advisory Services’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 		– Sell
-7,350
Closed -$86.7K – 4275
2025
Q4 		$86.7K Buy
+7,350
New +$93.9K ﹤0.01% 3546
2025
Q1 		– Sell
-10,161
Closed -$172K – 2899
2024
Q4 		$172K Buy
+10,161
New +$146K ﹤0.01% 2518

Other funds holding TASK

Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
TI
Think Investments San Francisco, California $762M AUM 33.1% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
MVP
Medina Value Partners Los Angeles, California $477M AUM 25.52% 1-Year Est. Return
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 $28.2B 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

Kestra Advisory Services's TASK Position: Q1 2026 in Review

Kestra Advisory Services sold out of TaskUs (TASK) in Q1 2026, closing a stake of 7,350 shares — an estimated $86.7K sold.

Kestra Advisory Services first reported a position in TASK in Q4 2024 and held it in 2 quarters. The position peaked at $172K in Q4 2024. 108 funds tracked by Wall St. Rank hold TASK as of Q1 2026.

  • Kestra Advisory Services reported no remaining TaskUs position as of Q1 2026 after selling out during the quarter.
  • Kestra Advisory Services sold 7,350 TaskUs shares in Q1 2026, an estimated $86.7K.
  • Kestra Advisory Services first reported a position in TaskUs in Q4 2024 and held it in 2 quarters.
  • Kestra Advisory Services's TaskUs position peaked at $172K in Q4 2024.
  • 108 funds tracked by Wall St. Rank held TaskUs as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.