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Stonehaven Wealth & Tax Solutions’s EPAM Systems EPAM Stock Holding History

Stonehaven Wealth & Tax Solutions’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
-1,661
Closed -$225K – 97
2026
Q1 		$225K Buy
1,661
+219
+15% +$37.4K 0.2% 74
2025
Q4 		$295K Buy
+1,442
New +$257K 0.27% 56

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

Stonehaven Wealth & Tax Solutions's EPAM Position: Q2 2026 in Review

Stonehaven Wealth & Tax Solutions sold out of EPAM Systems (EPAM) in Q2 2026, closing a stake of 1,661 shares — an estimated $225K sold.

Stonehaven Wealth & Tax Solutions first reported a position in EPAM in Q4 2025 and held it in 2 quarters. The position peaked at $295K in Q4 2025. 441 funds tracked by Wall St. Rank hold EPAM as of Q2 2026.

  • Stonehaven Wealth & Tax Solutions reported no remaining EPAM Systems position as of Q2 2026 after selling out during the quarter.
  • Stonehaven Wealth & Tax Solutions sold 1,661 EPAM Systems shares in Q2 2026, an estimated $225K.
  • Stonehaven Wealth & Tax Solutions first reported a position in EPAM Systems in Q4 2025 and held it in 2 quarters.
  • Stonehaven Wealth & Tax Solutions's EPAM Systems position peaked at $295K in Q4 2025.
  • 441 funds tracked by Wall St. Rank held EPAM Systems as of Q2 2026.

Based on Stonehaven Wealth & Tax Solutions's 13F filing for Q2 2026, filed 6 Aug 2026.