EP Wealth Advisors »

Taskus shares owned by EP Wealth Advisors

Quarter-by-quarter ownership of Taskus (TASK) shares owned by EP Wealth Advisors from 13F filings

Historical chart of EP Wealth Advisors investment in Taskus

Tip: Access up to 7 years of quarterly data

All positions including Taskus held by EP Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Taskus by EP Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $65k 14k 4.68

More positions owned by EP Wealth Advisors

Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
Vanguard Bd Index Fds Intermed Term (BIV)
Apple (AAPL)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)
Ishares Tr Ishs 1-5yr Invs (IGSB)
NVIDIA Corporation (NVDA)
Vanguard Index Fds Mcap Gr Idxvip (VOT)
Dimensional Etf Trust Internatnal Val (DFIV)
Ishares Tr Core Us Aggbd Et (AGG)
Alphabet Cap Stk Cl A (GOOGL)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)

View all positions for EP Wealth Advisors

Top funds holding Taskus

Blackstone Group
Think Investments
Saba Capital Management
Dalton Investments
Storebrand Asset Management As
Hudson Bay Capital Management
Vanguard Capital Management
Dimensional Fund Advisors
Millennium Management
Standard Life Aberdeen
Vanguard Portfolio Management
BlackRock
Nuveen
Clark Estates
AQR Capital Management

View all funds holding Taskus