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
Q3 		$1.95M Buy
20,535
+12,197
+146% +$1.26M ﹤0.01% 1685
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 		$3.7M 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 		$6.6M 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

Polunin Capital Partners
Polunin Capital Partners London, United Kingdom $497M AUM 11.85% 1-Year Est. Return
Cooke & Bieler
Cooke & Bieler Philadelphia, Pennsylvania $6.36B AUM 0.55% 1-Year Est. Return
Norris Perne & French
Norris Perne & French Grand Rapids, Michigan $2.29B AUM 28.29% 1-Year Est. Return
Oppenheimer Asset Management
Oppenheimer Asset Management New York $9.5B AUM 23.46% 1-Year Est. Return
RWC Asset Management
RWC Asset Management London, United Kingdom $2.7B AUM 20.82% 1-Year Est. Return
AHT
Amanah Holdings Trust London $1.79B AUM 618.88% 1-Year Est. Return
Livforsakringsbolaget Skandia
Livforsakringsbolaget Skandia Stockholm, Sweden $3.02B AUM 43.19% 1-Year Est. Return
Access Investment Management
Access Investment Management Atlanta, Georgia $412M AUM 14.18% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Wealth Enhancement Advisory Services's EPAM Position: Q3 2026 in Review

Wealth Enhancement Advisory Services increased its EPAM Systems (EPAM) stake by 146% in Q3 2026, buying an estimated $1.26M and bringing the position to 20,535 shares worth $1.95M. The position accounts for ﹤0.01% of the portfolio, ranked #1685.

Wealth Enhancement Advisory Services first reported a position in EPAM in Q2 2019 and has held it in 21 quarters since. The position peaked at $7.95M in Q1 2021. 106 funds tracked by Wall St. Rank hold EPAM as of Q3 2026.

  • Wealth Enhancement Advisory Services held 20,535 shares of EPAM Systems worth $1.95M as of Q3 2026.
  • Wealth Enhancement Advisory Services bought 12,197 EPAM Systems shares in Q3 2026, an estimated $1.26M.
  • EPAM Systems made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #1685 holding.
  • Wealth Enhancement Advisory Services first reported a position in EPAM Systems in Q2 2019 and has held it in 21 quarters since.
  • Wealth Enhancement Advisory Services's EPAM Systems position peaked at $7.95M in Q1 2021.
  • 106 funds tracked by Wall St. Rank held EPAM Systems as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.