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Empirical Wealth Management’s EPAM Systems EPAM Stock Holding History

Empirical Wealth Management’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
-2,336
Closed -$316K – 1080
2026
Q1 		$316K Buy
2,336
+48
+2% +$8.21K 0.01% 766
2025
Q4 		$469K Buy
2,288
+255
+13% +$45.5K 0.01% 538
2025
Q3 		$307K Buy
2,033
+832
+69% +$137K 0.01% 605
2025
Q2 		$212K Buy
+1,201
New +$201K ﹤0.01% 635

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

Empirical Wealth Management's EPAM Position: Q2 2026 in Review

Empirical Wealth Management sold out of EPAM Systems (EPAM) in Q2 2026, closing a stake of 2,336 shares — an estimated $316K sold.

Empirical Wealth Management first reported a position in EPAM in Q2 2025 and held it in 4 quarters. The position peaked at $469K in Q4 2025. 440 funds tracked by Wall St. Rank hold EPAM as of Q2 2026.

  • Empirical Wealth Management reported no remaining EPAM Systems position as of Q2 2026 after selling out during the quarter.
  • Empirical Wealth Management sold 2,336 EPAM Systems shares in Q2 2026, an estimated $316K.
  • Empirical Wealth Management first reported a position in EPAM Systems in Q2 2025 and held it in 4 quarters.
  • Empirical Wealth Management's EPAM Systems position peaked at $469K in Q4 2025.
  • 440 funds tracked by Wall St. Rank held EPAM Systems as of Q2 2026.

Based on Empirical Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.