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Spire Wealth Management’s TaskUs TASK Stock Holding History

Spire 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
Q4 		– Sell
-52,754
Closed -$942K – 2472
2025
Q3 		$942K Buy
+52,754
New +$913K 0.03% 388

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Vanguard Group
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Hudson Bay Capital Management
Hudson Bay Capital Management Stamford, Connecticut $36.8B AUM 42.13% 1-Year Est. Return
ICM
Irenic Capital Management New York $2.08B AUM 19.87% 1-Year Est. Return
DI
Dalton Investments Las Vegas, Nevada $111M AUM 7.89% 1-Year Est. Return
Calamos Advisors
Calamos Advisors Naperville, Illinois $30.1B AUM 30.03% 1-Year Est. Return
WCMNY
Westchester Capital Management (New York) Valhalla, New York $2.04B AUM 31.03% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return

Spire Wealth Management's TASK Position: Q4 2025 in Review

Spire Wealth Management sold out of TaskUs (TASK) in Q4 2025, closing a stake of 52,754 shares — an estimated $942K sold.

Spire Wealth Management first reported a position in TASK in Q3 2025 and held it in 1 quarter. The position peaked at $942K in Q3 2025. 132 funds tracked by Wall St. Rank hold TASK as of Q4 2025.

  • Spire Wealth Management reported no remaining TaskUs position as of Q4 2025 after selling out during the quarter.
  • Spire Wealth Management sold 52,754 TaskUs shares in Q4 2025, an estimated $942K.
  • Spire Wealth Management first reported a position in TaskUs in Q3 2025 and held it in 1 quarter.
  • Spire Wealth Management's TaskUs position peaked at $942K in Q3 2025.
  • 132 funds tracked by Wall St. Rank held TaskUs as of Q4 2025.

Based on Spire Wealth Management's 13F filing for Q4 2025, filed 14 Jan 2026.