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Summit Trail Advisors’s EPAM Systems EPAM Stock Holding History

Summit Trail Advisors’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
Q1 		$1.09M Sell
8,014
-2,927
-27% -$500K 0.02% 900
2025
Q4 		$2.24M Buy
10,941
+1,698
+18% +$303K 0.04% 342
2025
Q3 		$1.39M Buy
9,243
+7,923
+600% +$1.3M 0.02% 641
2025
Q2 		$233K Buy
+1,320
New +$221K ﹤0.01% 1008
2025
Q1 		– Sell
-1,794
Closed -$419K – 437
2024
Q4 		$419K Buy
1,794
+642
+56% +$143K 0.02% 246
2024
Q3 		$229K Sell
1,152
-70
-6% -$14K 0.01% 637
2024
Q2 		$230K Buy
1,222
+136
+13% +$29K 0.01% 554
2024
Q1 		$300K Buy
1,086
+156
+17% +$45.9K 0.01% 459
2023
Q4 		$277K Sell
930
-98
-10% -$24.9K 0.01% 418
2023
Q3 		$263K Buy
+1,028
New +$254K 0.01% 414

Other funds holding EPAM

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return