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Integrated Wealth Concepts’s EPAM Systems EPAM Stock Holding History

Integrated Wealth Concepts’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
-3,913
Closed -$530K – 2450
2026
Q1 		$530K Sell
3,913
-11,692
-75% -$2M ﹤0.01% 1512
2025
Q4 		$3.2M Sell
15,605
-8,215
-34% -$1.46M 0.04% 414
2025
Q3 		$3.59M Buy
+23,820
New +$3.91M 0.03% 475

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

Integrated Wealth Concepts's EPAM Position: Q2 2026 in Review

Integrated Wealth Concepts sold out of EPAM Systems (EPAM) in Q2 2026, closing a stake of 3,913 shares — an estimated $530K sold.

Integrated Wealth Concepts first reported a position in EPAM in Q3 2025 and held it in 3 quarters. The position peaked at $3.59M in Q3 2025. 440 funds tracked by Wall St. Rank hold EPAM as of Q2 2026.

  • Integrated Wealth Concepts reported no remaining EPAM Systems position as of Q2 2026 after selling out during the quarter.
  • Integrated Wealth Concepts sold 3,913 EPAM Systems shares in Q2 2026, an estimated $530K.
  • Integrated Wealth Concepts first reported a position in EPAM Systems in Q3 2025 and held it in 3 quarters.
  • Integrated Wealth Concepts's EPAM Systems position peaked at $3.59M in Q3 2025.
  • 440 funds tracked by Wall St. Rank held EPAM Systems as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.