Everhart Financial Group’s EPAM Systems EPAM Stock Holding History

Everhart Financial 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 Q1	–	Sell	-1,550	Closed	-$318K	–	472
2025 Q4	$318K	Buy	+1,550	New	+$276K	0.03%	319

Other funds holding EPAM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Everhart Financial Group's EPAM Position: Q1 2026 in Review

Everhart Financial Group sold out of EPAM Systems (EPAM) in Q1 2026, closing a stake of 1,550 shares — an estimated $318K sold.

Everhart Financial Group first reported a position in EPAM in Q4 2025 and held it in 1 quarter. The position peaked at $318K in Q4 2025. 529 funds tracked by Wall St. Rank hold EPAM as of Q1 2026.

Everhart Financial Group reported no remaining EPAM Systems position as of Q1 2026 after selling out during the quarter.
Everhart Financial Group sold 1,550 EPAM Systems shares in Q1 2026, an estimated $318K.
Everhart Financial Group first reported a position in EPAM Systems in Q4 2025 and held it in 1 quarter.
Everhart Financial Group's EPAM Systems position peaked at $318K in Q4 2025.
529 funds tracked by Wall St. Rank held EPAM Systems as of Q1 2026.

Based on Everhart Financial Group's 13F filing for Q1 2026, filed 9 Apr 2026.