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AE Wealth Management’s EPAM Systems EPAM Stock Holding History

AE Wealth Management’s Portfolio EPAM Stock Details EPAM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-1,309
Closed -$268K – 2619
2025
Q4 		$268K Buy
+1,309
New +$233K ﹤0.01% 1365
2022
Q1 		– Sell
-894
Closed -$598K – 1715
2021
Q4 		$598K Buy
894
+73
+9% +$47K ﹤0.01% 1185
2021
Q3 		$468K Buy
+821
New +$483K ﹤0.01% 1195

Other funds holding EPAM

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

AE Wealth Management's EPAM Position: Q1 2026 in Review

AE Wealth Management sold out of EPAM Systems (EPAM) in Q1 2026, closing a stake of 1,309 shares — an estimated $268K sold.

AE Wealth Management first reported a position in EPAM in Q3 2021 and held it in 3 quarters. The position peaked at $598K in Q4 2021. 531 funds tracked by Wall St. Rank hold EPAM as of Q1 2026.

  • AE Wealth Management reported no remaining EPAM Systems position as of Q1 2026 after selling out during the quarter.
  • AE Wealth Management sold 1,309 EPAM Systems shares in Q1 2026, an estimated $268K.
  • AE Wealth Management first reported a position in EPAM Systems in Q3 2021 and held it in 3 quarters.
  • AE Wealth Management's EPAM Systems position peaked at $598K in Q4 2021.
  • 531 funds tracked by Wall St. Rank held EPAM Systems as of Q1 2026.

Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.