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Whalen Wealth Management’s EPAM Systems EPAM Stock Holding History

Whalen Wealth Management’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
Q3 		– Sell
-7,360
Closed -$1.3M – 205
2025
Q2 		$1.3M Buy
+7,360
New +$1.23M 0.82% 27

Other funds holding EPAM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Whalen Wealth Management's EPAM Position: Q3 2025 in Review

Whalen Wealth Management sold out of EPAM Systems (EPAM) in Q3 2025, closing a stake of 7,360 shares — an estimated $1.3M sold.

Whalen Wealth Management first reported a position in EPAM in Q2 2025 and held it in 1 quarter. The position peaked at $1.3M in Q2 2025. 554 funds tracked by Wall St. Rank hold EPAM as of Q3 2025.

  • Whalen Wealth Management reported no remaining EPAM Systems position as of Q3 2025 after selling out during the quarter.
  • Whalen Wealth Management sold 7,360 EPAM Systems shares in Q3 2025, an estimated $1.3M.
  • Whalen Wealth Management first reported a position in EPAM Systems in Q2 2025 and held it in 1 quarter.
  • Whalen Wealth Management's EPAM Systems position peaked at $1.3M in Q2 2025.
  • 554 funds tracked by Wall St. Rank held EPAM Systems as of Q3 2025.

Based on Whalen Wealth Management's 13F filing for Q3 2025, filed 9 Oct 2025.