Loring Wolcott & Coolidge Fiduciary Advisors’s EPAM Systems EPAM Stock Holding History

Loring Wolcott & Coolidge Fiduciary Advisors’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	-80	Closed	-$14.1K	–	540
2025 Q2	$14.1K	Hold	80	–	–	﹤0.01%	466
2025 Q1	$12.2K	Hold	80	–	–	﹤0.01%	472
2024 Q4	$20.2K	Hold	80	–	–	﹤0.01%	451
2024 Q3	$15.3K	Hold	80	–	–	﹤0.01%	474
2024 Q2	$16.7K	Hold	80	–	–	﹤0.01%	463
2024 Q1	$19.8K	Hold	80	–	–	﹤0.01%	459
2023 Q4	$22.2K	Hold	80	–	–	﹤0.01%	457
2023 Q3	$18.6K	Hold	80	–	–	﹤0.01%	488
2023 Q2	$18K	Hold	80	–	–	﹤0.01%	510
2023 Q1	$23.9K	Hold	80	–	–	﹤0.01%	460
2022 Q4	$26.2K	Hold	80	–	–	﹤0.01%	447
2022 Q3	$29K	Hold	80	–	–	﹤0.01%	469
2022 Q2	$24K	Hold	80	–	–	﹤0.01%	489
2022 Q1	$24K	Hold	80	–	–	﹤0.01%	508
2021 Q4	$53K	Hold	80	–	–	﹤0.01%	456
2021 Q3	$46K	Hold	80	–	–	﹤0.01%	467
2021 Q2	$41K	Buy	+80	New	+$37.5K	﹤0.01%	487
2021 Q1	–	Sell	-80	Closed	-$29K	–	433
2020 Q4	$29K	Hold	80	–	–	﹤0.01%	474
2020 Q3	$26K	Hold	80	–	–	﹤0.01%	447
2020 Q2	$20K	Hold	80	–	–	﹤0.01%	445
2020 Q1	$15K	Hold	80	–	–	﹤0.01%	499
2019 Q4	$17K	Hold	80	–	–	﹤0.01%	551
2019 Q3	$15K	Hold	80	–	–	﹤0.01%	537
2019 Q2	$14K	Buy	+80	New	+$13.8K	﹤0.01%	539

Other funds holding EPAM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's EPAM Position: Q3 2025 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of EPAM Systems (EPAM) in Q3 2025, closing a stake of 80 shares — an estimated $14.1K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in EPAM in Q2 2019 and held it in 24 quarters. The position peaked at $53K in Q4 2021. 555 funds tracked by Wall St. Rank hold EPAM as of Q3 2025.

Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining EPAM Systems position as of Q3 2025 after selling out during the quarter.
Loring Wolcott & Coolidge Fiduciary Advisors sold 80 EPAM Systems shares in Q3 2025, an estimated $14.1K.
Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in EPAM Systems in Q2 2019 and held it in 24 quarters.
Loring Wolcott & Coolidge Fiduciary Advisors's EPAM Systems position peaked at $53K in Q4 2021.
555 funds tracked by Wall St. Rank held EPAM Systems as of Q3 2025.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q3 2025, filed 24 Oct 2025.