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Root Financial Partners’s TaskUs TASK Stock Holding History

Root Financial Partners’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 		$1.25K Buy
+187
New +$1.98K ﹤0.01% 2513

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

Root Financial Partners's TASK Position: Q1 2026 in Review

Root Financial Partners opened a new position in TaskUs (TASK) in Q1 2026: 187 shares worth $1.25K. The stake represents ﹤0.01% of the portfolio and ranks #2513 among its holdings.

108 funds tracked by Wall St. Rank hold TASK as of Q1 2026.

  • Root Financial Partners held 187 shares of TaskUs worth $1.25K as of Q1 2026.
  • TaskUs was a new Root Financial Partners position in Q1 2026.
  • TaskUs made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #2513 holding.
  • 108 funds tracked by Wall St. Rank held TaskUs as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.