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Wealthspire Advisors (New York)’s EPAM Systems EPAM Stock Holding History

Wealthspire Advisors (New York)’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
2025
Q4 		– Sell
-12
Closed -$1.81K – 1581
2025
Q3 		$1.81K Buy
+12
New +$1.97K ﹤0.01% 2632

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Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $1.61T AUM 30.72% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wealthspire Advisors (New York)'s EPAM Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of EPAM Systems (EPAM) in Q4 2025, closing a stake of 12 shares — an estimated $1.81K sold.

Wealthspire Advisors (New York) first reported a position in EPAM in Q3 2025 and held it in 1 quarter. The position peaked at $1.81K in Q3 2025. 596 funds tracked by Wall St. Rank hold EPAM as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining EPAM Systems position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 12 EPAM Systems shares in Q4 2025, an estimated $1.81K.
  • Wealthspire Advisors (New York) first reported a position in EPAM Systems in Q3 2025 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s EPAM Systems position peaked at $1.81K in Q3 2025.
  • 596 funds tracked by Wall St. Rank held EPAM Systems as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.