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Clearstead Advisors’s EPAM Systems EPAM Stock Holding History

Clearstead Advisors’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 		$46K Buy
580
+483
+498% +$51K ﹤0.01% 1526
2026
Q1 		$13.1K Sell
97
-145
-60% -$24.8K ﹤0.01% 1532
2025
Q4 		$49.6K Buy
242
+91
+60% +$16.2K ﹤0.01% 1406
2025
Q3 		$22.8K Sell
151
-75
-33% -$12.3K ﹤0.01% 1587
2025
Q2 		$40K Buy
226
+27
+14% +$4.51K ﹤0.01% 1354
2025
Q1 		$33.6K Buy
199
+60
+43% +$13.2K ﹤0.01% 1275
2024
Q4 		$32.5K Buy
139
+29
+26% +$6.45K ﹤0.01% 1265
2024
Q3 		$21.9K Hold
110
– – ﹤0.01% 1392
2024
Q2 		$20.7K Buy
+110
New +$23.5K ﹤0.01% 1370
2022
Q2 		– Sell
-27
Closed -$8K – 1320
2022
Q1 		$8K Buy
27
+25
+1,250% +$9.8K ﹤0.01% 1012
2021
Q4 		$1K Hold
2
– – ﹤0.01% 1171
2021
Q3 		$1K Hold
2
– – ﹤0.01% 1196
2021
Q2 		$1K Hold
2
– – ﹤0.01% 1140
2021
Q1 		$1K Buy
+2
New +$732 ﹤0.01% 1021

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 40.89% 1-Year Est. Return
AIM
Aikya Investment Management London, United Kingdom $341M AUM 28.74% 1-Year Est. Return

Clearstead Advisors's EPAM Position: Q2 2026 in Review

Clearstead Advisors increased its EPAM Systems (EPAM) stake by 498% in Q2 2026, buying an estimated $51K and bringing the position to 580 shares worth $46K. The position accounts for ﹤0.01% of the portfolio, ranked #1526.

Clearstead Advisors first reported a position in EPAM in Q1 2021 and has held it in 14 quarters since. The position peaked at $49.6K in Q4 2025. 441 funds tracked by Wall St. Rank hold EPAM as of Q2 2026.

  • Clearstead Advisors held 580 shares of EPAM Systems worth $46K as of Q2 2026.
  • Clearstead Advisors bought 483 EPAM Systems shares in Q2 2026, an estimated $51K.
  • EPAM Systems made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #1526 holding.
  • Clearstead Advisors first reported a position in EPAM Systems in Q1 2021 and has held it in 14 quarters since.
  • Clearstead Advisors's EPAM Systems position peaked at $49.6K in Q4 2025.
  • 441 funds tracked by Wall St. Rank held EPAM Systems as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.