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 Q2	–	Sell	-187	Closed	-$1.25K	–	2870
2026 Q1	$1.25K	Buy	+187	New	+$1.98K	﹤0.01%	2513

Other funds holding TASK

Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return

Think Investments San Francisco, California $847M AUM 88.1% 1-Year Est. Return

SCM

Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return

Dalton Investments Las Vegas, Nevada $111M AUM 7.89% 1-Year Est. Return

SAM

Storebrand Asset Management Lysaker, Norway $40.6B AUM 38.65% 1-Year Est. Return

Hudson Bay Capital Management Stamford, Connecticut $36.8B AUM 42.13% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Root Financial Partners's TASK Position: Q2 2026 in Review

Root Financial Partners sold out of TaskUs (TASK) in Q2 2026, closing a stake of 187 shares — an estimated $1.25K sold.

Root Financial Partners first reported a position in TASK in Q1 2026 and held it in 1 quarter. The position peaked at $1.25K in Q1 2026. 104 funds tracked by Wall St. Rank hold TASK as of Q2 2026.

Root Financial Partners reported no remaining TaskUs position as of Q2 2026 after selling out during the quarter.
Root Financial Partners sold 187 TaskUs shares in Q2 2026, an estimated $1.25K.
Root Financial Partners first reported a position in TaskUs in Q1 2026 and held it in 1 quarter.
Root Financial Partners's TaskUs position peaked at $1.25K in Q1 2026.
104 funds tracked by Wall St. Rank held TaskUs as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.