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Allworth Financial’s EPAM Systems EPAM Stock Holding History

Allworth Financial’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
Q2 		$60.9K Sell
768
-135
-15% -$14.3K ﹤0.01% 2310
2026
Q1 		$122K Buy
903
+263
+41% +$45K ﹤0.01% 1718
2025
Q4 		$131K Buy
640
+43
+7% +$7.67K ﹤0.01% 1581
2025
Q3 		$90K Buy
597
+406
+213% +$66.7K ﹤0.01% 1749
2025
Q2 		$33.8K Buy
191
+51
+36% +$8.53K ﹤0.01% 2185
2025
Q1 		$22.1K Sell
140
-20
-13% -$4.41K ﹤0.01% 2020
2024
Q4 		$37.7K Sell
160
-15
-9% -$3.34K ﹤0.01% 1724
2024
Q3 		$34.8K Sell
175
-10
-5% -$2K ﹤0.01% 1573
2024
Q2 		$38.6K Sell
185
-120
-39% -$25.6K ﹤0.01% 1494
2024
Q1 		$84.2K Buy
305
+106
+53% +$31.2K ﹤0.01% 1077
2023
Q4 		$59.2K Sell
199
-10
-5% -$2.54K ﹤0.01% 1134
2023
Q3 		$53.4K Buy
209
+37
+22% +$9.14K ﹤0.01% 1095
2023
Q2 		$38.7K Sell
172
-1
-0.6% -$252 ﹤0.01% 1214
2023
Q1 		$51.7K Buy
173
+11
+7% +$3.54K ﹤0.01% 1059
2022
Q4 		$53.1K Sell
162
-6
-4% -$2.04K ﹤0.01% 988
2022
Q3 		$61K Buy
168
+21
+14% +$8.03K ﹤0.01% 893
2022
Q2 		$43K Sell
147
-46
-24% -$14.1K ﹤0.01% 960
2022
Q1 		$57K Buy
193
+80
+71% +$31.4K ﹤0.01% 850
2021
Q4 		$76K Buy
113
+41
+57% +$26.4K ﹤0.01% 741
2021
Q3 		$41K Buy
72
+20
+38% +$11.8K ﹤0.01% 830
2021
Q2 		$27K Hold
52
– – ﹤0.01% 771
2021
Q1 		$21K Hold
52
– – ﹤0.01% 776
2020
Q4 		$19K Hold
52
– – ﹤0.01% 681
2020
Q3 		$17K Hold
52
– – ﹤0.01% 599
2020
Q2 		$13K Hold
52
– – ﹤0.01% 667
2020
Q1 		$10K Hold
52
– – ﹤0.01% 695
2019
Q4 		$11K Hold
52
– – ﹤0.01% 623
2019
Q3 		$9K Buy
+52
New +$9.79K ﹤0.01% 599

Other funds holding EPAM

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
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
AIM
Aikya Investment Management London, United Kingdom $341M AUM 28.74% 1-Year Est. Return

Allworth Financial's EPAM Position: Q2 2026 in Review

Allworth Financial reduced its EPAM Systems (EPAM) stake by 15% in Q2 2026, selling an estimated $14.3K and leaving 768 shares worth $60.9K. The position accounts for ﹤0.01% of the portfolio, ranked #2310.

Allworth Financial first reported a position in EPAM in Q3 2019 and has held it in 28 quarters since. The position peaked at $131K in Q4 2025. 439 funds tracked by Wall St. Rank hold EPAM as of Q2 2026.

  • Allworth Financial held 768 shares of EPAM Systems worth $60.9K as of Q2 2026.
  • Allworth Financial sold 135 EPAM Systems shares in Q2 2026, an estimated $14.3K.
  • EPAM Systems made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #2310 holding.
  • Allworth Financial first reported a position in EPAM Systems in Q3 2019 and has held it in 28 quarters since.
  • Allworth Financial's EPAM Systems position peaked at $131K in Q4 2025.
  • 439 funds tracked by Wall St. Rank held EPAM Systems as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.