Steward Partners Investment Advisory’s TaskUs TASK Stock Holding History

Steward Partners Investment Advisory’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 Q2	–	Sell	-437	Closed	-$5.96K	–	4238
2025 Q1	$5.96K	Buy	+437	New	+$6.57K	﹤0.01%	3321
2023 Q3	–	Sell	-2,500	Closed	-$28.3K	–	3445
2023 Q2	$28.3K	Hold	2,500	–	–	﹤0.01%	2113
2023 Q1	$36.1K	Hold	2,500	–	–	﹤0.01%	1994
2022 Q4	$42.3K	Hold	2,500	–	–	﹤0.01%	1905
2022 Q3	$40K	Buy	2,500 +2,479	+11,805%	+$43.8K	﹤0.01%	1898
2022 Q2	$0	Hold	21	–	–	﹤0.01%	3366
2022 Q1	$1K	Sell	21 -21	-50%	-$740	﹤0.01%	3224
2021 Q4	$2K	Buy	+42	New	+$2.29K	﹤0.01%	3036

Other funds holding TASK

Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

Think Investments San Francisco, California $762M AUM 33.1% 1-Year Est. Return

GCL

Glazer Capital LLC New York $4.71B AUM 81.93% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Calamos Advisors Naperville, Illinois $28.2B AUM 21.78% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Steward Partners Investment Advisory's TASK Position: Q2 2025 in Review

Steward Partners Investment Advisory sold out of TaskUs (TASK) in Q2 2025, closing a stake of 437 shares — an estimated $5.96K sold.

Steward Partners Investment Advisory first reported a position in TASK in Q4 2021 and held it in 8 quarters. The position peaked at $42.3K in Q4 2022. 108 funds tracked by Wall St. Rank hold TASK as of Q2 2025.

Steward Partners Investment Advisory reported no remaining TaskUs position as of Q2 2025 after selling out during the quarter.
Steward Partners Investment Advisory sold 437 TaskUs shares in Q2 2025, an estimated $5.96K.
Steward Partners Investment Advisory first reported a position in TaskUs in Q4 2021 and held it in 8 quarters.
Steward Partners Investment Advisory's TaskUs position peaked at $42.3K in Q4 2022.
108 funds tracked by Wall St. Rank held TaskUs as of Q2 2025.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2025, filed 12 Aug 2025.