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Portside Wealth Group’s EPAM Systems EPAM Stock Holding History

Portside Wealth Group’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 		$1.34M Buy
16,942
+4,521
+36% +$478K 0.16% 148
2026
Q1 		$1.68M Buy
12,421
+4,647
+60% +$795K 0.23% 110
2025
Q4 		$1.59M Sell
7,774
-815
-9% -$145K 0.21% 111
2025
Q3 		$1.3M Buy
8,589
+2,607
+44% +$428K 0.18% 126
2025
Q2 		$1.06M Buy
5,982
+1,027
+21% +$172K 0.16% 142
2025
Q1 		$837K Sell
4,955
-57
-1% -$12.6K 0.14% 169
2024
Q4 		$1.17M Sell
5,012
-124
-2% -$27.6K 0.19% 118
2024
Q3 		$1.02M Buy
+5,136
New +$1.03M 0.17% 135

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 40.91% 1-Year Est. Return
AIM
Aikya Investment Management London, United Kingdom $341M AUM 28.74% 1-Year Est. Return

Portside Wealth Group's EPAM Position: Q2 2026 in Review

Portside Wealth Group increased its EPAM Systems (EPAM) stake by 36% in Q2 2026, buying an estimated $478K and bringing the position to 16,942 shares worth $1.34M. The position accounts for 0.16% of the portfolio, ranked #148.

Portside Wealth Group first reported a position in EPAM in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.68M in Q1 2026. 440 funds tracked by Wall St. Rank hold EPAM as of Q2 2026.

  • Portside Wealth Group held 16,942 shares of EPAM Systems worth $1.34M as of Q2 2026.
  • Portside Wealth Group bought 4,521 EPAM Systems shares in Q2 2026, an estimated $478K.
  • EPAM Systems made up 0.16% of Portside Wealth Group's portfolio in Q2 2026, its #148 holding.
  • Portside Wealth Group first reported a position in EPAM Systems in Q3 2024 and has held it in 8 quarters since.
  • Portside Wealth Group's EPAM Systems position peaked at $1.68M in Q1 2026.
  • 440 funds tracked by Wall St. Rank held EPAM Systems as of Q2 2026.

Based on Portside Wealth Group's 13F filing for Q2 2026, filed 14 Jul 2026.