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Rothschild Investment LLC’s TaskUs TASK Stock Holding History

Rothschild Investment LLC’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 		$861 Buy
184
+99
+116% +$601 ﹤0.01% 3103
2026
Q1 		$570 Buy
85
+48
+130% +$508 ﹤0.01% 3077
2025
Q4 		$436 Buy
+37
New +$473 ﹤0.01% 2957

Other funds holding TASK

Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
CEI
Clark Estates Inc New York $434M AUM 15% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
CMF
Counterpoint Mutual Funds San Diego, California $1.01B AUM 37.65% 1-Year Est. Return
SP
Symmetry Partners Glastonbury, Connecticut $1.96B AUM 19.83% 1-Year Est. Return
ACM
Alamar Capital Management Santa Barbara, California $198M AUM 72.12% 1-Year Est. Return
RS
R Squared Central, Hong Kong $190M AUM 25.89% 1-Year Est. Return

Rothschild Investment LLC's TASK Position: Q2 2026 in Review

Rothschild Investment LLC increased its TaskUs (TASK) stake by 116% in Q2 2026, buying an estimated $601 and bringing the position to 184 shares worth $861. The position accounts for ﹤0.01% of the portfolio, ranked #3103.

Rothschild Investment LLC first reported a position in TASK in Q4 2025 and has held it in 3 quarters since. 28 funds tracked by Wall St. Rank hold TASK as of Q2 2026.

  • Rothschild Investment LLC held 184 shares of TaskUs worth $861 as of Q2 2026.
  • Rothschild Investment LLC bought 99 TaskUs shares in Q2 2026, an estimated $601.
  • TaskUs made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #3103 holding.
  • Rothschild Investment LLC first reported a position in TaskUs in Q4 2025 and has held it in 3 quarters since.
  • 28 funds tracked by Wall St. Rank held TaskUs as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.