Wealth Enhancement Advisory Services
EPAM icon

Wealth Enhancement Advisory Services’s EPAM Systems EPAM Stock Holding History

Wealth Enhancement Advisory Services’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 		$699K Sell
8,338
-3,026
-27% -$320K ﹤0.01% 2376
2026
Q1 		$1.57M Buy
11,364
+4,146
+57% +$709K ﹤0.01% 1523
2025
Q4 		$1.58M Buy
7,218
+375
+5% +$66.9K ﹤0.01% 1668
2025
Q3 		$1.03M Sell
6,843
-264
-4% -$43.3K ﹤0.01% 1850
2025
Q2 		$1.3M Buy
7,107
+3,275
+85% +$547K ﹤0.01% 1597
2025
Q1 		$647K Sell
3,832
-2,286
-37% -$504K ﹤0.01% 1866
2024
Q4 		$1.43M Buy
6,118
+1,812
+42% +$403K ﹤0.01% 1348
2024
Q3 		$857K Buy
4,306
+2,540
+144% +$509K ﹤0.01% 1485
2024
Q2 		$332K Sell
1,766
-395
-18% -$84.2K ﹤0.01% 1910
2024
Q1 		$597K Sell
2,161
-16
-0.7% -$4.71K ﹤0.01% 1479
2023
Q4 		$647K Sell
2,177
-283
-12% -$71.8K ﹤0.01% 1361
2023
Q3 		$629K Buy
+2,460
New +$608K ﹤0.01% 1299
2022
Q1 		– Sell
-5,946
Closed -$2.81M – 312
2021
Q4 		$2.81M Buy
5,946
+292
+5% +$188K 0.04% 148
2021
Q3 		$3.69M Buy
+5,654
New +$3.33M 0.05% 119
2021
Q2 		– Sell
-19,339
Closed -$7.95M – 281
2021
Q1 		$7.95M Buy
19,339
+360
+2% +$132K 0.14% 72
2020
Q4 		$6.61M Buy
18,979
+13,915
+275% +$4.64M 0.15% 58
2020
Q3 		$1.75M Sell
5,064
-2,153
-30% -$643K 0.05% 129
2020
Q2 		$2.01M Sell
7,217
-9,025
-56% -$1.99M 0.06% 118
2020
Q1 		$3.39M Buy
+16,242
New +$3.51M 0.12% 78
2019
Q3 		– Sell
-6,025
Closed -$1.2M – 207
2019
Q2 		$1.2M Buy
+6,025
New +$1.04M 0.05% 139

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

Wealth Enhancement Advisory Services's EPAM Position: Q2 2026 in Review

Wealth Enhancement Advisory Services reduced its EPAM Systems (EPAM) stake by 27% in Q2 2026, selling an estimated $320K and leaving 8,338 shares worth $699K. The position accounts for ﹤0.01% of the portfolio, ranked #2376.

Wealth Enhancement Advisory Services first reported a position in EPAM in Q2 2019 and has held it in 20 quarters since. The position peaked at $7.95M in Q1 2021. 441 funds tracked by Wall St. Rank hold EPAM as of Q2 2026.

  • Wealth Enhancement Advisory Services held 8,338 shares of EPAM Systems worth $699K as of Q2 2026.
  • Wealth Enhancement Advisory Services sold 3,026 EPAM Systems shares in Q2 2026, an estimated $320K.
  • EPAM Systems made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #2376 holding.
  • Wealth Enhancement Advisory Services first reported a position in EPAM Systems in Q2 2019 and has held it in 20 quarters since.
  • Wealth Enhancement Advisory Services's EPAM Systems position peaked at $7.95M in Q1 2021.
  • 441 funds tracked by Wall St. Rank held EPAM Systems as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.