LPL Financial
TASK icon

LPL Financial’s TaskUs TASK Stock Holding History

LPL Financial’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
-61,052
Closed -$1.09M – 6056
2025
Q3 		$1.09M Buy
+61,052
New +$1.06M ﹤0.01% 3914
2024
Q2 		– Sell
-11,922
Closed -$139K – 5131
2024
Q1 		$139K Buy
+11,922
New +$149K ﹤0.01% 4600
2022
Q4 		– Sell
-11,256
Closed -$181K – 4546
2022
Q3 		$181K Sell
11,256
-8,702
-44% -$154K ﹤0.01% 3975
2022
Q2 		$336K Buy
+19,958
New +$509K ﹤0.01% 3543
2022
Q1 		– Sell
-12,974
Closed -$700K – 4382
2021
Q4 		$700K Buy
12,974
+695
+6% +$37.9K ﹤0.01% 2984
2021
Q3 		$815K Sell
12,279
-2,108
-15% -$100K ﹤0.01% 2795
2021
Q2 		$493K Buy
+14,387
New +$454K ﹤0.01% 3179

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
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 $29B AUM 30.2% 1-Year Est. Return
ICM
Irenic Capital Management New York $1.54B AUM 12.79% 1-Year Est. Return
DI
Dalton Investments Las Vegas, Nevada $103M AUM 3.77% 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 $2.21B AUM 26.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return

LPL Financial's TASK Position: Q4 2025 in Review

LPL Financial sold out of TaskUs (TASK) in Q4 2025, closing a stake of 61,052 shares — an estimated $1.09M sold.

LPL Financial first reported a position in TASK in Q2 2021 and held it in 7 quarters. The position peaked at $1.09M in Q3 2025. 132 funds tracked by Wall St. Rank hold TASK as of Q4 2025.

  • LPL Financial reported no remaining TaskUs position as of Q4 2025 after selling out during the quarter.
  • LPL Financial sold 61,052 TaskUs shares in Q4 2025, an estimated $1.09M.
  • LPL Financial first reported a position in TaskUs in Q2 2021 and held it in 7 quarters.
  • LPL Financial's TaskUs position peaked at $1.09M in Q3 2025.
  • 132 funds tracked by Wall St. Rank held TaskUs as of Q4 2025.

Based on LPL Financial's 13F filing for Q4 2025, filed 11 Feb 2026.