Wealth Enhancement Advisory Services
TASK icon

Wealth Enhancement Advisory Services’s TaskUs TASK Stock Holding History

Wealth Enhancement Advisory Services’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
Q3 		– Sell
-10,960
Closed -$59.3K – 4432
2026
Q2 		$59.3K Buy
10,960
+208
+2% +$1.26K ﹤0.01% 3895
2026
Q1 		$74.6K Buy
+10,752
New +$114K ﹤0.01% 3371

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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Inspire Investing
Inspire Investing Meridian, Idaho $2.37B AUM 29.82% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Symmetry Partners
Symmetry Partners Glastonbury, Connecticut $1.96B AUM 12.39% 1-Year Est. Return
HUB Investment Partners
HUB Investment Partners Austin, Texas $5.8B AUM 24.38% 1-Year Est. Return
Alamar Capital Management
Alamar Capital Management Santa Barbara, California $196M AUM 74.53% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $184B AUM 51.71% 1-Year Est. Return

Wealth Enhancement Advisory Services's TASK Position: Q3 2026 in Review

Wealth Enhancement Advisory Services sold out of TaskUs (TASK) in Q3 2026, closing a stake of 10,960 shares — an estimated $59.3K sold.

Wealth Enhancement Advisory Services first reported a position in TASK in Q1 2026 and held it in 2 quarters. The position peaked at $74.6K in Q1 2026. 28 funds tracked by Wall St. Rank hold TASK as of Q3 2026.

  • Wealth Enhancement Advisory Services reported no remaining TaskUs position as of Q3 2026 after selling out during the quarter.
  • Wealth Enhancement Advisory Services sold 10,960 TaskUs shares in Q3 2026, an estimated $59.3K.
  • Wealth Enhancement Advisory Services first reported a position in TaskUs in Q1 2026 and held it in 2 quarters.
  • Wealth Enhancement Advisory Services's TaskUs position peaked at $74.6K in Q1 2026.
  • 28 funds tracked by Wall St. Rank held TaskUs as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.