AAS
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Avantax Advisory Services’s EPAM Systems EPAM Stock Holding History

Avantax Advisory Services’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
Q2 		$1,000K Sell
5,655
-162
-3% -$27.1K 0.01% 1175
2025
Q1 		$982K Sell
5,817
-574
-9% -$127K 0.01% 1097
2024
Q4 		$1.49M Buy
6,391
+37
+0.6% +$8.23K 0.01% 863
2024
Q3 		$1.26M Buy
6,354
+2,040
+47% +$409K 0.01% 908
2024
Q2 		$812K Buy
4,314
+2,613
+154% +$557K 0.01% 1089
2024
Q1 		$470K Buy
1,701
+143
+9% +$42.1K ﹤0.01% 1071
2023
Q4 		$463K Sell
1,558
-107
-6% -$27.2K ﹤0.01% 1032
2023
Q3 		$426K Buy
1,665
+2
+0.1% +$494 ﹤0.01% 1017
2023
Q2 		$374K Sell
1,663
-311
-16% -$78.3K ﹤0.01% 1070
2023
Q1 		$590K Buy
1,974
+35
+2% +$11.3K 0.01% 843
2022
Q4 		$635K Buy
1,939
+54
+3% +$18.4K 0.01% 772
2022
Q3 		$683K Sell
1,885
-3
-0.2% -$1.15K 0.01% 663
2022
Q2 		$557K Sell
1,888
-555
-23% -$170K 0.01% 740
2022
Q1 		$720K Buy
2,443
+560
+30% +$220K 0.01% 648
2021
Q4 		$1.26M Buy
1,883
+133
+8% +$85.6K 0.02% 460
2021
Q3 		$998K Buy
1,750
+104
+6% +$61.2K 0.02% 490
2021
Q2 		$844K Buy
1,646
+196
+14% +$91.8K 0.02% 521
2021
Q1 		$578K Buy
1,450
+317
+28% +$116K 0.01% 583
2020
Q4 		$406K Sell
1,133
-576
-34% -$192K 0.01% 618
2020
Q3 		$552K Buy
1,709
+604
+55% +$180K 0.01% 754
2020
Q2 		$279K Buy
+1,105
New +$243K 0.01% 671

Other funds holding EPAM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Avantax Advisory Services's EPAM Position: Q2 2025 in Review

Avantax Advisory Services reduced its EPAM Systems (EPAM) stake by 2.8% in Q2 2025, selling an estimated $27.1K and leaving 5,655 shares worth $1,000K. The position accounts for 0.01% of the portfolio, ranked #1175.

Avantax Advisory Services first reported a position in EPAM in Q2 2020 and has held it in 21 quarters since. The position peaked at $1.49M in Q4 2024. 569 funds tracked by Wall St. Rank hold EPAM as of Q2 2025.

  • Avantax Advisory Services held 5,655 shares of EPAM Systems worth $1,000K as of Q2 2025.
  • Avantax Advisory Services sold 162 EPAM Systems shares in Q2 2025, an estimated $27.1K.
  • EPAM Systems made up 0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1175 holding.
  • Avantax Advisory Services first reported a position in EPAM Systems in Q2 2020 and has held it in 21 quarters since.
  • Avantax Advisory Services's EPAM Systems position peaked at $1.49M in Q4 2024.
  • 569 funds tracked by Wall St. Rank held EPAM Systems as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.