Venturi Wealth Management’s EPAM Systems EPAM Stock Holding History

Venturi Wealth Management’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	–	Sell	-1,058	Closed	-$217K	–	626
2025 Q4	$217K	Buy	+1,058	New	+$189K	0.01%	539
2025 Q1	–	Sell	-161	Closed	-$37.6K	–	942
2024 Q4	$37.6K	Sell	161 -366	-69%	-$81.4K	﹤0.01%	1104
2024 Q3	$105K	Buy	527 +164	+45%	+$32.9K	0.01%	553
2024 Q2	$68.3K	Buy	363 +302	+495%	+$64.4K	﹤0.01%	580
2024 Q1	$16.8K	Buy	61 +2	+3%	+$588	﹤0.01%	786
2023 Q4	$17.5K	Buy	59 +16	+37%	+$4.06K	﹤0.01%	733
2023 Q3	$11K	Buy	43 +42	+4,200%	+$10.4K	﹤0.01%	786
2023 Q2	$225	Buy	+1	New	+$252	﹤0.01%	1129

Other funds holding EPAM

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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