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
2026 Q2	$9	Buy	+2	New	+$12	﹤0.01%	4626
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 $39B AUM 18.55% 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

Steward Partners Investment Advisory's TASK Position: Q2 2026 in Review

Steward Partners Investment Advisory opened a new position in TaskUs (TASK) in Q2 2026: 2 shares worth $9. The stake represents ﹤0.01% of the portfolio and ranks #4626 among its holdings. This is a return to the name: Steward Partners Investment Advisory previously reported a position in TASK as recently as Q1 2025.

Steward Partners Investment Advisory first reported a position in TASK in Q4 2021 and has held it in 9 quarters since. The position peaked at $42.3K in Q4 2022. 104 funds tracked by Wall St. Rank hold TASK as of Q2 2026.

Steward Partners Investment Advisory held 2 shares of TaskUs worth $9 as of Q2 2026.
TaskUs was a new Steward Partners Investment Advisory position in Q2 2026.
TaskUs made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #4626 holding.
Steward Partners Investment Advisory first reported a position in TaskUs in Q4 2021 and has held it in 9 quarters since.
Steward Partners Investment Advisory's TaskUs position peaked at $42.3K in Q4 2022.
104 funds tracked by Wall St. Rank held TaskUs as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.