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Root Financial Partners’s EPAM Systems EPAM Stock Holding History

Root Financial Partners’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 		– Sell
-70
Closed -$9.48K – 1251
2026
Q1 		$9.48K Sell
70
-23
-25% -$3.93K ﹤0.01% 1708
2025
Q4 		$19.1K Buy
93
+28
+43% +$4.99K ﹤0.01% 1210
2025
Q3 		$9.8K Buy
+65
New +$10.7K ﹤0.01% 1456

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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

Root Financial Partners's EPAM Position: Q2 2026 in Review

Root Financial Partners sold out of EPAM Systems (EPAM) in Q2 2026, closing a stake of 70 shares — an estimated $9.48K sold.

Root Financial Partners first reported a position in EPAM in Q3 2025 and held it in 3 quarters. The position peaked at $19.1K in Q4 2025. 440 funds tracked by Wall St. Rank hold EPAM as of Q2 2026.

  • Root Financial Partners reported no remaining EPAM Systems position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 70 EPAM Systems shares in Q2 2026, an estimated $9.48K.
  • Root Financial Partners first reported a position in EPAM Systems in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's EPAM Systems position peaked at $19.1K in Q4 2025.
  • 440 funds tracked by Wall St. Rank held EPAM Systems as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.