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Wallace Advisory Group’s EPAM Systems EPAM Stock Holding History

Wallace Advisory Group’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 		$268K Buy
3,373
+705
+26% +$74.5K 0.25% 105
2026
Q1 		$361K Buy
2,668
+992
+59% +$170K 0.39% 58
2025
Q4 		$343K Sell
1,676
-818
-33% -$146K 0.36% 71
2025
Q3 		$441K Sell
2,494
-28
-1% -$4.6K 0.35% 85
2025
Q2 		$426K Buy
2,522
+76
+3% +$12.7K 0.31% 97
2025
Q1 		$572K Sell
2,446
-23
-0.9% -$5.07K 0.4% 70
2024
Q4 		$491K Buy
+2,469
New +$549K 0.34% 82

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

Wallace Advisory Group's EPAM Position: Q2 2026 in Review

Wallace Advisory Group increased its EPAM Systems (EPAM) stake by 26% in Q2 2026, buying an estimated $74.5K and bringing the position to 3,373 shares worth $268K. The position accounts for 0.25% of the portfolio, ranked #105.

Wallace Advisory Group first reported a position in EPAM in Q4 2024 and has held it in 7 quarters since. The position peaked at $572K in Q1 2025. 441 funds tracked by Wall St. Rank hold EPAM as of Q2 2026.

  • Wallace Advisory Group held 3,373 shares of EPAM Systems worth $268K as of Q2 2026.
  • Wallace Advisory Group bought 705 EPAM Systems shares in Q2 2026, an estimated $74.5K.
  • EPAM Systems made up 0.25% of Wallace Advisory Group's portfolio in Q2 2026, its #105 holding.
  • Wallace Advisory Group first reported a position in EPAM Systems in Q4 2024 and has held it in 7 quarters since.
  • Wallace Advisory Group's EPAM Systems position peaked at $572K in Q1 2025.
  • 441 funds tracked by Wall St. Rank held EPAM Systems as of Q2 2026.

Based on Wallace Advisory Group's 13F filing for Q2 2026, filed 3 Aug 2026.