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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
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

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B 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

Wallace Advisory Group's EPAM Position: Q1 2026 in Review

Wallace Advisory Group increased its EPAM Systems (EPAM) stake by 59% in Q1 2026, buying an estimated $170K and bringing the position to 2,668 shares worth $361K. The position accounts for 0.39% of the portfolio, ranked #58.

Wallace Advisory Group first reported a position in EPAM in Q4 2024 and has held it in 6 quarters since. The position peaked at $572K in Q1 2025. 526 funds tracked by Wall St. Rank hold EPAM as of Q1 2026.

  • Wallace Advisory Group held 2,668 shares of EPAM Systems worth $361K as of Q1 2026.
  • Wallace Advisory Group bought 992 EPAM Systems shares in Q1 2026, an estimated $170K.
  • EPAM Systems made up 0.39% of Wallace Advisory Group's portfolio in Q1 2026, its #58 holding.
  • Wallace Advisory Group first reported a position in EPAM Systems in Q4 2024 and has held it in 6 quarters since.
  • Wallace Advisory Group's EPAM Systems position peaked at $572K in Q1 2025.
  • 526 funds tracked by Wall St. Rank held EPAM Systems as of Q1 2026.

Based on Wallace Advisory Group's 13F filing for Q1 2026, filed 21 Apr 2026.