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Atria Wealth Solutions’s Atlassian TEAM Stock Holding History

Atria Wealth Solutions’s Portfolio TEAM Stock Details TEAM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-977
Closed -$207K – 1887
2025
Q1 		$207K Sell
977
-19,137
-95% -$5.05M ﹤0.01% 1700
2024
Q4 		$4.9M Buy
+20,114
New +$4.61M 0.05% 356
2024
Q3 		– Sell
-3,654
Closed -$646K – 2045
2024
Q2 		$646K Buy
3,654
+1,678
+85% +$300K 0.01% 1105
2024
Q1 		$386K Buy
1,976
+91
+5% +$19.8K ﹤0.01% 1388
2023
Q4 		$448K Buy
1,885
+59
+3% +$11.6K 0.01% 1274
2023
Q3 		$368K Sell
1,826
-174
-9% -$33K 0.01% 1290
2023
Q2 		$336K Sell
2,000
-13
-0.6% -$2.08K ﹤0.01% 1369
2023
Q1 		$345K Sell
2,013
-118
-6% -$18.8K 0.01% 1334
2022
Q4 		$274K Buy
2,131
+358
+20% +$57K ﹤0.01% 1414
2022
Q3 		$373K Sell
1,773
-914
-34% -$213K 0.01% 1179
2022
Q2 		$504K Sell
2,687
-1,705
-39% -$364K 0.01% 968
2022
Q1 		$1.29M Buy
+4,392
New +$1.31M 0.02% 623

Other funds holding TEAM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $1.81T AUM 41.13% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return

Atria Wealth Solutions's TEAM Position: Q2 2025 in Review

Atria Wealth Solutions sold out of Atlassian (TEAM) in Q2 2025, closing a stake of 977 shares — an estimated $207K sold.

Atria Wealth Solutions first reported a position in TEAM in Q1 2022 and held it in 12 quarters. The position peaked at $4.9M in Q4 2024. 816 funds tracked by Wall St. Rank hold TEAM as of Q2 2025.

  • Atria Wealth Solutions reported no remaining Atlassian position as of Q2 2025 after selling out during the quarter.
  • Atria Wealth Solutions sold 977 Atlassian shares in Q2 2025, an estimated $207K.
  • Atria Wealth Solutions first reported a position in Atlassian in Q1 2022 and held it in 12 quarters.
  • Atria Wealth Solutions's Atlassian position peaked at $4.9M in Q4 2024.
  • 816 funds tracked by Wall St. Rank held Atlassian as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.