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Crestwood Advisors Group’s EPAM Systems EPAM Stock Holding History

Crestwood Advisors Group’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 		– Sell
-1,508
Closed -$204K – 894
2026
Q1 		$204K Sell
1,508
-220
-13% -$37.6K ﹤0.01% 733
2025
Q4 		$354K Buy
+1,728
New +$308K 0.01% 476

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

Crestwood Advisors Group's EPAM Position: Q2 2026 in Review

Crestwood Advisors Group sold out of EPAM Systems (EPAM) in Q2 2026, closing a stake of 1,508 shares — an estimated $204K sold.

Crestwood Advisors Group first reported a position in EPAM in Q4 2025 and held it in 2 quarters. The position peaked at $354K in Q4 2025. 441 funds tracked by Wall St. Rank hold EPAM as of Q2 2026.

  • Crestwood Advisors Group reported no remaining EPAM Systems position as of Q2 2026 after selling out during the quarter.
  • Crestwood Advisors Group sold 1,508 EPAM Systems shares in Q2 2026, an estimated $204K.
  • Crestwood Advisors Group first reported a position in EPAM Systems in Q4 2025 and held it in 2 quarters.
  • Crestwood Advisors Group's EPAM Systems position peaked at $354K in Q4 2025.
  • 441 funds tracked by Wall St. Rank held EPAM Systems as of Q2 2026.

Based on Crestwood Advisors Group's 13F filing for Q2 2026, filed 3 Aug 2026.