HB Wealth Management
EPAM icon

HB Wealth Management’s EPAM Systems EPAM Stock Holding History

HB 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 		$24.2K Sell
305
-893
-75% -$94.4K ﹤0.01% 1696
2026
Q1 		$162K Sell
1,198
-469
-28% -$80.2K ﹤0.01% 1468
2025
Q4 		$342K Buy
+1,667
New +$297K ﹤0.01% 1074

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 $3.38T AUM 44.17% 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

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

HB Wealth Management reduced its EPAM Systems (EPAM) stake by 75% in Q2 2026, selling an estimated $94.4K and leaving 305 shares worth $24.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1696.

HB Wealth Management first reported a position in EPAM in Q4 2025 and has held it in 3 quarters since. The position peaked at $342K in Q4 2025. 440 funds tracked by Wall St. Rank hold EPAM as of Q2 2026.

  • HB Wealth Management held 305 shares of EPAM Systems worth $24.2K as of Q2 2026.
  • HB Wealth Management sold 893 EPAM Systems shares in Q2 2026, an estimated $94.4K.
  • EPAM Systems made up ﹤0.01% of HB Wealth Management's portfolio in Q2 2026, its #1696 holding.
  • HB Wealth Management first reported a position in EPAM Systems in Q4 2025 and has held it in 3 quarters since.
  • HB Wealth Management's EPAM Systems position peaked at $342K in Q4 2025.
  • 440 funds tracked by Wall St. Rank held EPAM Systems as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.