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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 $846B AUM 46.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Venturi Wealth Management's EPAM Position: Q1 2026 in Review

Venturi Wealth Management sold out of EPAM Systems (EPAM) in Q1 2026, closing a stake of 1,058 shares — an estimated $217K sold.

Venturi Wealth Management first reported a position in EPAM in Q2 2023 and held it in 8 quarters. The position peaked at $217K in Q4 2025. 531 funds tracked by Wall St. Rank hold EPAM as of Q1 2026.

  • Venturi Wealth Management reported no remaining EPAM Systems position as of Q1 2026 after selling out during the quarter.
  • Venturi Wealth Management sold 1,058 EPAM Systems shares in Q1 2026, an estimated $217K.
  • Venturi Wealth Management first reported a position in EPAM Systems in Q2 2023 and held it in 8 quarters.
  • Venturi Wealth Management's EPAM Systems position peaked at $217K in Q4 2025.
  • 531 funds tracked by Wall St. Rank held EPAM Systems as of Q1 2026.

Based on Venturi Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.