Continuum Advisory’s EPAM Systems EPAM Stock Holding History

Continuum Advisory’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	–	Sell	-280	Closed	-$47.3K	–	745
2025 Q1	$47.3K	Buy	280 +11	+4%	+$2.43K	0.01%	693
2024 Q4	$62.9K	Buy	269 +2	+0.7%	+$445	0.01%	611
2024 Q3	$65.4K	Buy	267 +262	+5,240%	+$52.5K	0.01%	599
2024 Q2	$941	Hold	5	–	–	﹤0.01%	1485
2024 Q1	$910	Buy	+5	New	+$1.47K	﹤0.01%	1482
2023 Q2	–	Sell	-2,271	Closed	-$679K	–	451
2023 Q1	$679K	Buy	2,271 +498	+28%	+$160K	0.12%	212
2022 Q4	$581K	Buy	1,773 +168	+10%	+$57.1K	0.1%	231
2022 Q3	$581K	Buy	1,605 +15	+0.9%	+$5.74K	0.1%	211
2022 Q2	$469K	Buy	1,590 +140	+10%	+$42.8K	0.09%	260
2022 Q1	$384K	Buy	+1,450	New	+$569K	0.07%	278

Other funds holding EPAM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

Citadel Advisors

Citadel Advisors Miami, Florida $141B 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