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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
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

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return