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Mount Yale Investment Advisors’s EPAM Systems EPAM Stock Holding History

Mount Yale Investment 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
-278
Closed -$49.2K – 939
2025
Q2 		$49.2K Buy
+278
New +$46.5K ﹤0.01% 820
2024
Q4 		– Sell
-3,274
Closed -$652K – 576
2024
Q3 		$652K Sell
3,274
-391
-11% -$78.4K 0.06% 286
2024
Q2 		$689K Sell
3,665
-1,160
-24% -$247K 0.05% 277
2024
Q1 		$1.33M Buy
4,825
+2,656
+122% +$781K 0.1% 183
2023
Q4 		$645K Sell
2,169
-3,066
-59% -$778K 0.06% 271
2023
Q3 		$1.34M Sell
5,235
-197
-4% -$48.7K 0.15% 146
2023
Q2 		$1.22M Sell
5,432
-216
-4% -$54.4K 0.13% 165
2023
Q1 		$1.69M Buy
5,648
+3,455
+158% +$1.11M 0.19% 119
2022
Q4 		$719K Sell
2,193
-4,904
-69% -$1.67M 0.08% 244
2022
Q3 		$2.57M Buy
7,097
+1,845
+35% +$706K 0.34% 72
2022
Q2 		$1.55M Buy
5,252
+1,257
+31% +$384K 0.2% 114
2022
Q1 		$1.19M Sell
3,995
-1,300
-25% -$510K 0.13% 175
2021
Q4 		$3.54M Sell
5,295
-49
-0.9% -$31.5K 0.37% 65
2021
Q3 		$3.05M Sell
5,344
-191
-3% -$112K 0.35% 70
2021
Q2 		$2.83M Buy
+5,535
New +$2.59M 0.34% 74
2018
Q4 		– Sell
-361
Closed -$47K – 454
2018
Q3 		$47K Sell
361
-34
-9% -$4.58K 0.01% 608
2018
Q2 		$49K Buy
395
+59
+18% +$7.1K 0.01% 630
2018
Q1 		$38K Buy
+336
New +$38.4K 0.01% 671

Other funds holding EPAM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Mount Yale Investment Advisors's EPAM Position: Q3 2025 in Review

Mount Yale Investment Advisors sold out of EPAM Systems (EPAM) in Q3 2025, closing a stake of 278 shares — an estimated $49.2K sold.

Mount Yale Investment Advisors first reported a position in EPAM in Q1 2018 and held it in 18 quarters. The position peaked at $3.54M in Q4 2021. 555 funds tracked by Wall St. Rank hold EPAM as of Q3 2025.

  • Mount Yale Investment Advisors reported no remaining EPAM Systems position as of Q3 2025 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 278 EPAM Systems shares in Q3 2025, an estimated $49.2K.
  • Mount Yale Investment Advisors first reported a position in EPAM Systems in Q1 2018 and held it in 18 quarters.
  • Mount Yale Investment Advisors's EPAM Systems position peaked at $3.54M in Q4 2021.
  • 555 funds tracked by Wall St. Rank held EPAM Systems as of Q3 2025.

Based on Mount Yale Investment Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.