SignatureFD’s TaskUs TASK Stock Holding History

SignatureFD’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	$140	Sell	30 -21	-41%	-$127	﹤0.01%	3435
2026 Q1	$342	Buy	51 +21	+70%	+$222	﹤0.01%	3346
2025 Q4	$354	Sell	30 -200	-87%	-$2.56K	﹤0.01%	3262
2025 Q3	$4.11K	Buy	230 +200	+667%	+$3.46K	﹤0.01%	2744
2025 Q2	$503	Hold	30	–	–	﹤0.01%	3109
2025 Q1	$409	Hold	30	–	–	﹤0.01%	3193
2024 Q4	$508	Hold	30	–	–	﹤0.01%	3139
2024 Q3	$388	Hold	30	–	–	﹤0.01%	3126
2024 Q2	$399	Hold	30	–	–	﹤0.01%	3004
2024 Q1	$350	Hold	30	–	–	﹤0.01%	3059
2023 Q4	$392	Hold	30	–	–	﹤0.01%	2996
2023 Q3	$311	Sell	30 -37	-55%	-$398	﹤0.01%	3058
2023 Q2	$758	Buy	67 +21	+46%	+$255	﹤0.01%	3021
2023 Q1	$664	Buy	46 +16	+53%	+$279	﹤0.01%	3057
2022 Q4	$507	Hold	30	–	–	﹤0.01%	3108
2022 Q3	$0	Hold	30	–	–	﹤0.01%	3349
2022 Q2	$1K	Sell	30 -3	-9%	-$76	﹤0.01%	3021
2022 Q1	$1K	Buy	33 +3	+10%	+$106	﹤0.01%	3067
2021 Q4	$2K	Buy	+30	New	+$1.64K	﹤0.01%	2798

Other funds holding TASK

CMF

Counterpoint Mutual Funds San Diego, California $1.01B AUM 37.65% 1-Year Est. Return

Symmetry Partners Glastonbury, Connecticut $1.96B AUM 19.83% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

FIA

FNY Investment Advisers New York $278M AUM 98.95% 1-Year Est. Return

EWA

EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.74% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return

SignatureFD's TASK Position: Q2 2026 in Review

SignatureFD reduced its TaskUs (TASK) stake by 41% in Q2 2026, selling an estimated $127 and leaving 30 shares worth $140. The position accounts for ﹤0.01% of the portfolio, ranked #3435.

SignatureFD first reported a position in TASK in Q4 2021 and has held it in 19 quarters since. The position peaked at $4.11K in Q3 2025. 10 funds tracked by Wall St. Rank hold TASK as of Q2 2026.

SignatureFD held 30 shares of TaskUs worth $140 as of Q2 2026.
SignatureFD sold 21 TaskUs shares in Q2 2026, an estimated $127.
TaskUs made up ﹤0.01% of SignatureFD's portfolio in Q2 2026, its #3435 holding.
SignatureFD first reported a position in TaskUs in Q4 2021 and has held it in 19 quarters since.
SignatureFD's TaskUs position peaked at $4.11K in Q3 2025.
10 funds tracked by Wall St. Rank held TaskUs as of Q2 2026.

Based on SignatureFD's 13F filing for Q2 2026, filed 24 Jul 2026.