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Mowery & Schoenfeld Wealth Management’s EPAM Systems EPAM Stock Holding History

Mowery & Schoenfeld Wealth 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
2025
Q1 		– Sell
-10
Closed -$2.34K – 494
2024
Q4 		$2.34K Buy
+10
New +$2.23K ﹤0.01% 385

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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 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
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Mowery & Schoenfeld Wealth Management's EPAM Position: Q1 2025 in Review

Mowery & Schoenfeld Wealth Management sold out of EPAM Systems (EPAM) in Q1 2025, closing a stake of 10 shares — an estimated $2.34K sold.

Mowery & Schoenfeld Wealth Management first reported a position in EPAM in Q4 2024 and held it in 1 quarter. The position peaked at $2.34K in Q4 2024. 568 funds tracked by Wall St. Rank hold EPAM as of Q1 2025.

  • Mowery & Schoenfeld Wealth Management reported no remaining EPAM Systems position as of Q1 2025 after selling out during the quarter.
  • Mowery & Schoenfeld Wealth Management sold 10 EPAM Systems shares in Q1 2025, an estimated $2.34K.
  • Mowery & Schoenfeld Wealth Management first reported a position in EPAM Systems in Q4 2024 and held it in 1 quarter.
  • Mowery & Schoenfeld Wealth Management's EPAM Systems position peaked at $2.34K in Q4 2024.
  • 568 funds tracked by Wall St. Rank held EPAM Systems as of Q1 2025.

Based on Mowery & Schoenfeld Wealth Management's 13F filing for Q1 2025, filed 5 May 2025.