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Whipplewood Advisors’s EPAM Systems EPAM Stock Holding History

Whipplewood Advisors’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 		– Sell
-2
Closed -$271 – 783
2026
Q1 		$271 Buy
+2
New +$342 ﹤0.01% 1021
2025
Q3 		– Sell
-3
Closed -$531 – 575
2025
Q2 		$531 Sell
3
-15
-83% -$2.51K ﹤0.01% 1114
2025
Q1 		$507 Buy
18
+15
+500% +$3.31K ﹤0.01% 1124
2024
Q4 		$702 Buy
+3
New +$667 ﹤0.01% 1070

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 40.91% 1-Year Est. Return
AIM
Aikya Investment Management London, United Kingdom $341M AUM 28.74% 1-Year Est. Return

Whipplewood Advisors's EPAM Position: Q2 2026 in Review

Whipplewood Advisors sold out of EPAM Systems (EPAM) in Q2 2026, closing a stake of 2 shares — an estimated $271 sold.

Whipplewood Advisors first reported a position in EPAM in Q4 2024 and held it in 4 quarters. The position peaked at $702 in Q4 2024. 438 funds tracked by Wall St. Rank hold EPAM as of Q2 2026.

  • Whipplewood Advisors reported no remaining EPAM Systems position as of Q2 2026 after selling out during the quarter.
  • Whipplewood Advisors sold 2 EPAM Systems shares in Q2 2026, an estimated $271.
  • Whipplewood Advisors first reported a position in EPAM Systems in Q4 2024 and held it in 4 quarters.
  • Whipplewood Advisors's EPAM Systems position peaked at $702 in Q4 2024.
  • 438 funds tracked by Wall St. Rank held EPAM Systems as of Q2 2026.

Based on Whipplewood Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.