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Journey Retirement Planning & Investment Management’s EPAM Systems EPAM Stock Holding History

Journey Retirement Planning & Investment 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 		$226K Buy
2,850
+890
+45% +$94.1K 0.18% 141
2026
Q1 		$265K Sell
1,960
-992
-34% -$170K 0.23% 111
2025
Q4 		$605K Buy
+2,952
New +$526K 0.12% 134

Other funds holding EPAM

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return
OAM
Oppenheimer Asset Management New York $9.63B AUM 30.32% 1-Year Est. Return
RAM
RWC Asset Management London, United Kingdom $2.64B AUM 33.18% 1-Year Est. Return
AHT
Amanah Holdings Trust London $1.7B AUM 612.53% 1-Year Est. Return
NPF
Norris Perne & French Grand Rapids, Michigan $1.71B AUM 30.87% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Journey Retirement Planning & Investment Management's EPAM Position: Q2 2026 in Review

Journey Retirement Planning & Investment Management increased its EPAM Systems (EPAM) stake by 45% in Q2 2026, buying an estimated $94.1K and bringing the position to 2,850 shares worth $226K. The position accounts for 0.18% of the portfolio, ranked #141.

Journey Retirement Planning & Investment Management first reported a position in EPAM in Q4 2025 and has held it in 3 quarters since. The position peaked at $605K in Q4 2025. 145 funds tracked by Wall St. Rank hold EPAM as of Q2 2026.

  • Journey Retirement Planning & Investment Management held 2,850 shares of EPAM Systems worth $226K as of Q2 2026.
  • Journey Retirement Planning & Investment Management bought 890 EPAM Systems shares in Q2 2026, an estimated $94.1K.
  • EPAM Systems made up 0.18% of Journey Retirement Planning & Investment Management's portfolio in Q2 2026, its #141 holding.
  • Journey Retirement Planning & Investment Management first reported a position in EPAM Systems in Q4 2025 and has held it in 3 quarters since.
  • Journey Retirement Planning & Investment Management's EPAM Systems position peaked at $605K in Q4 2025.
  • 145 funds tracked by Wall St. Rank held EPAM Systems as of Q2 2026.

Based on Journey Retirement Planning & Investment Management's 13F filing for Q2 2026, filed 24 Jul 2026.