Ritholtz Wealth Management’s TaskUs TASK Stock Holding History

Ritholtz 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 Q2	–	Sell	-17,347	Closed	-$236K	–	1040
2025 Q1	$236K	Buy	+17,347	New	+$261K	0.01%	814

Other funds holding TASK

Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

Think Investments San Francisco, California $762M AUM 33.1% 1-Year Est. Return

GCL

Glazer Capital LLC New York $4.71B AUM 81.93% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Calamos Advisors Naperville, Illinois $28.2B AUM 21.78% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Ritholtz Wealth Management's TASK Position: Q2 2025 in Review

Ritholtz Wealth Management sold out of TaskUs (TASK) in Q2 2025, closing a stake of 17,347 shares — an estimated $236K sold.

Ritholtz Wealth Management first reported a position in TASK in Q1 2025 and held it in 1 quarter. The position peaked at $236K in Q1 2025. 108 funds tracked by Wall St. Rank hold TASK as of Q2 2025.

Ritholtz Wealth Management reported no remaining TaskUs position as of Q2 2025 after selling out during the quarter.
Ritholtz Wealth Management sold 17,347 TaskUs shares in Q2 2025, an estimated $236K.
Ritholtz Wealth Management first reported a position in TaskUs in Q1 2025 and held it in 1 quarter.
Ritholtz Wealth Management's TaskUs position peaked at $236K in Q1 2025.
108 funds tracked by Wall St. Rank held TaskUs as of Q2 2025.

Based on Ritholtz Wealth Management's 13F filing for Q2 2025, filed 28 Jul 2025.