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Pinnacle Wealth Planning Services’s EPAM Systems EPAM Stock Holding History

Pinnacle Wealth Planning Services’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 		$81.2K Buy
1,023
+947
+1,246% +$100K 0.01% 985
2026
Q1 		$10.3K Buy
76
+22
+41% +$3.76K ﹤0.01% 1983
2025
Q4 		$11.1K Buy
+54
New +$9.63K ﹤0.01% 1971
2024
Q2 		– Sell
-905
Closed -$250K – 525
2024
Q1 		$250K Sell
905
-1
-0.1% -$294 0.04% 354
2023
Q4 		$269K Sell
906
-15
-2% -$3.81K 0.04% 299
2023
Q3 		$235K Buy
+921
New +$228K 0.04% 316
2023
Q2 		– Sell
-1,002
Closed -$300K – 476
2023
Q1 		$300K Buy
1,002
+212
+27% +$68.3K 0.05% 269
2022
Q4 		$259K Sell
790
-348
-31% -$118K 0.05% 292
2022
Q3 		$412K Buy
1,138
+403
+55% +$154K 0.08% 172
2022
Q2 		$217K Buy
+735
New +$225K 0.04% 327
2022
Q1 		– Sell
-488
Closed -$326K – 451
2021
Q4 		$326K Buy
488
+1
+0.2% +$644 0.06% 246
2021
Q3 		$278K Buy
487
+42
+9% +$24.7K 0.06% 254
2021
Q2 		$227K Buy
+445
New +$209K 0.05% 293
2021
Q1 		– Sell
-10
Closed -$4K – 841
2020
Q4 		$4K Buy
+10
New +$3.34K ﹤0.01% 1720

Other funds holding EPAM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
AIM
Aikya Investment Management London, United Kingdom $341M AUM 28.74% 1-Year Est. Return

Pinnacle Wealth Planning Services's EPAM Position: Q2 2026 in Review

Pinnacle Wealth Planning Services increased its EPAM Systems (EPAM) stake by 1,246% in Q2 2026, buying an estimated $100K and bringing the position to 1,023 shares worth $81.2K. The position accounts for 0.01% of the portfolio, ranked #985.

Pinnacle Wealth Planning Services first reported a position in EPAM in Q4 2020 and has held it in 14 quarters since. The position peaked at $412K in Q3 2022. 441 funds tracked by Wall St. Rank hold EPAM as of Q2 2026.

  • Pinnacle Wealth Planning Services held 1,023 shares of EPAM Systems worth $81.2K as of Q2 2026.
  • Pinnacle Wealth Planning Services bought 947 EPAM Systems shares in Q2 2026, an estimated $100K.
  • EPAM Systems made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #985 holding.
  • Pinnacle Wealth Planning Services first reported a position in EPAM Systems in Q4 2020 and has held it in 14 quarters since.
  • Pinnacle Wealth Planning Services's EPAM Systems position peaked at $412K in Q3 2022.
  • 441 funds tracked by Wall St. Rank held EPAM Systems as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.