GoalVest Advisory’s EPAM Systems EPAM Stock Holding History

GoalVest 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
2026 Q2	$1.51K	Buy	+19	New	+$2.01K	﹤0.01%	469
2024 Q2	–	Sell	-2	Closed	-$552	–	345
2024 Q1	$552	Buy	+2	New	+$588	﹤0.01%	395

Other funds holding EPAM

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

AHT

Amanah Holdings Trust London $1.7B AUM 612.53% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

PensionDanmark Copenhagen O, Denmark $12B AUM

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

PWG

Portside Wealth Group Provo, Utah $858M AUM 26.82% 1-Year Est. Return

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

GoalVest Advisory's EPAM Position: Q2 2026 in Review

GoalVest Advisory opened a new position in EPAM Systems (EPAM) in Q2 2026: 19 shares worth $1.51K. The stake represents ﹤0.01% of the portfolio and ranks #469 among its holdings. This is a return to the name: GoalVest Advisory previously reported a position in EPAM as recently as Q1 2024.

GoalVest Advisory first reported a position in EPAM in Q1 2024 and has held it in 2 quarters since. 45 funds tracked by Wall St. Rank hold EPAM as of Q2 2026.

GoalVest Advisory held 19 shares of EPAM Systems worth $1.51K as of Q2 2026.
EPAM Systems was a new GoalVest Advisory position in Q2 2026.
EPAM Systems made up ﹤0.01% of GoalVest Advisory's portfolio in Q2 2026, its #469 holding.
GoalVest Advisory first reported a position in EPAM Systems in Q1 2024 and has held it in 2 quarters since.
45 funds tracked by Wall St. Rank held EPAM Systems as of Q2 2026.

Based on GoalVest Advisory's 13F filing for Q2 2026, filed 9 Jul 2026.