TWD
TASK icon

True Wealth Design’s TaskUs TASK Stock Holding History

True Wealth Design’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 		– Sell
-138
Closed -$926 – 2882
2026
Q1 		$926 Buy
138
+88
+176% +$931 ﹤0.01% 1826
2025
Q4 		$590 Buy
50
+38
+317% +$486 ﹤0.01% 1902
2025
Q3 		$215 Hold
12
– – ﹤0.01% 2284
2025
Q2 		$202 Buy
12
+5
+71% +$76 ﹤0.01% 2070
2025
Q1 		$96 Buy
+7
New +$105 ﹤0.01% 2208

Other funds holding TASK

Blackstone Inc
Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return
TI
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
DI
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
Hudson Bay Capital Management Stamford, Connecticut $36.8B AUM 42.13% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

True Wealth Design's TASK Position: Q2 2026 in Review

True Wealth Design sold out of TaskUs (TASK) in Q2 2026, closing a stake of 138 shares — an estimated $926 sold.

True Wealth Design first reported a position in TASK in Q1 2025 and held it in 5 quarters. The position peaked at $926 in Q1 2026. 105 funds tracked by Wall St. Rank hold TASK as of Q2 2026.

  • True Wealth Design reported no remaining TaskUs position as of Q2 2026 after selling out during the quarter.
  • True Wealth Design sold 138 TaskUs shares in Q2 2026, an estimated $926.
  • True Wealth Design first reported a position in TaskUs in Q1 2025 and held it in 5 quarters.
  • True Wealth Design's TaskUs position peaked at $926 in Q1 2026.
  • 105 funds tracked by Wall St. Rank held TaskUs as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.