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Key Financial Inc’s EPAM Systems EPAM Stock Holding History

Key Financial Inc’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
2025
Q3 		– Sell
-2
Closed -$354 – 1473
2025
Q2 		$354 Hold
2
– – ﹤0.01% 1358
2025
Q1 		$338 Hold
2
– – ﹤0.01% 1320
2024
Q4 		$468 Hold
2
– – ﹤0.01% 1294
2024
Q3 		$398 Buy
+2
New +$401 ﹤0.01% 1279
2020
Q2 		– Sell
-192
Closed -$36K – 247
2020
Q1 		$36K Buy
+192
New +$41.5K 0.04% 253

Other funds holding EPAM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Key Financial Inc's EPAM Position: Q3 2025 in Review

Key Financial Inc sold out of EPAM Systems (EPAM) in Q3 2025, closing a stake of 2 shares — an estimated $354 sold.

Key Financial Inc first reported a position in EPAM in Q1 2020 and held it in 5 quarters. The position peaked at $36K in Q1 2020. 555 funds tracked by Wall St. Rank hold EPAM as of Q3 2025.

  • Key Financial Inc reported no remaining EPAM Systems position as of Q3 2025 after selling out during the quarter.
  • Key Financial Inc sold 2 EPAM Systems shares in Q3 2025, an estimated $354.
  • Key Financial Inc first reported a position in EPAM Systems in Q1 2020 and held it in 5 quarters.
  • Key Financial Inc's EPAM Systems position peaked at $36K in Q1 2020.
  • 555 funds tracked by Wall St. Rank held EPAM Systems as of Q3 2025.

Based on Key Financial Inc's 13F filing for Q3 2025, filed 5 Nov 2025.