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
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

Other funds holding TASK

CMF
Counterpoint Mutual Funds San Diego, California $1.01B AUM 37.65% 1-Year Est. Return
SP
Symmetry Partners Glastonbury, Connecticut $1.96B AUM 19.83% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
FIA
FNY Investment Advisers New York $278M AUM 98.95% 1-Year Est. Return
EWA
EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.74% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

Wealth Enhancement Advisory Services's TASK Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its TaskUs (TASK) stake by 1.9% in Q2 2026, buying an estimated $1.26K and bringing the position to 10,960 shares worth $59.3K. The position accounts for ﹤0.01% of the portfolio, ranked #3895.

Wealth Enhancement Advisory Services first reported a position in TASK in Q1 2026 and has held it in 2 quarters since. The position peaked at $74.6K in Q1 2026. 10 funds tracked by Wall St. Rank hold TASK as of Q2 2026.

  • Wealth Enhancement Advisory Services held 10,960 shares of TaskUs worth $59.3K as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 208 TaskUs shares in Q2 2026, an estimated $1.26K.
  • TaskUs made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #3895 holding.
  • Wealth Enhancement Advisory Services first reported a position in TaskUs in Q1 2026 and has held it in 2 quarters since.
  • Wealth Enhancement Advisory Services's TaskUs position peaked at $74.6K in Q1 2026.
  • 10 funds tracked by Wall St. Rank held TaskUs as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.