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Atria Wealth Solutions’s EPAM Systems EPAM Stock Holding History

Atria Wealth Solutions’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
2025
Q1 		– Sell
-1,889
Closed -$442K – 1919
2024
Q4 		$442K Buy
1,889
+524
+38% +$117K ﹤0.01% 1336
2024
Q3 		$272K Buy
1,365
+92
+7% +$18.4K ﹤0.01% 1576
2024
Q2 		$239K Buy
+1,273
New +$271K ﹤0.01% 1647
2024
Q1 		– Sell
-1,235
Closed -$367K – 1989
2023
Q4 		$367K Buy
1,235
+40
+3% +$10.2K ﹤0.01% 1362
2023
Q3 		$306K Sell
1,195
-2,960
-71% -$731K ﹤0.01% 1405
2023
Q2 		$934K Sell
4,155
-4,011
-49% -$1.01M 0.01% 866
2023
Q1 		$2.44M Sell
8,166
-926
-10% -$298K 0.04% 478
2022
Q4 		$2.98M Sell
9,092
-2,752
-23% -$936K 0.05% 384
2022
Q3 		$4.29M Buy
11,844
+1,664
+16% +$637K 0.07% 262
2022
Q2 		$3M Sell
10,180
-848
-8% -$259K 0.06% 338
2022
Q1 		$3.27M Buy
+11,028
New +$4.33M 0.05% 347

Other funds holding EPAM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Atria Wealth Solutions's EPAM Position: Q1 2025 in Review

Atria Wealth Solutions sold out of EPAM Systems (EPAM) in Q1 2025, closing a stake of 1,889 shares — an estimated $442K sold.

Atria Wealth Solutions first reported a position in EPAM in Q1 2022 and held it in 11 quarters. The position peaked at $4.29M in Q3 2022. 568 funds tracked by Wall St. Rank hold EPAM as of Q1 2025.

  • Atria Wealth Solutions reported no remaining EPAM Systems position as of Q1 2025 after selling out during the quarter.
  • Atria Wealth Solutions sold 1,889 EPAM Systems shares in Q1 2025, an estimated $442K.
  • Atria Wealth Solutions first reported a position in EPAM Systems in Q1 2022 and held it in 11 quarters.
  • Atria Wealth Solutions's EPAM Systems position peaked at $4.29M in Q3 2022.
  • 568 funds tracked by Wall St. Rank held EPAM Systems as of Q1 2025.

Based on Atria Wealth Solutions's 13F filing for Q1 2025, filed 9 May 2025.