CAWM
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Capital A Wealth Management’s Atlassian TEAM Stock Holding History

Capital A Wealth Management’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 		$4.28K Sell
18
-758
-98% -$158K 0.05% 246
2025
Q1 		$165K Sell
776
-270
-26% -$71.2K 0.17% 81
2024
Q4 		$255K Buy
+1,046
New +$240K 0.42% 57

Other funds holding TEAM

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
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
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 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 $25.5B AUM 26.46% 1-Year Est. Return

Capital A Wealth Management's TEAM Position: Q2 2025 in Review

Capital A Wealth Management reduced its Atlassian (TEAM) stake by 98% in Q2 2025, selling an estimated $158K and leaving 18 shares worth $4.28K. The position accounts for 0.05% of the portfolio, ranked #246.

Capital A Wealth Management first reported a position in TEAM in Q4 2024 and has held it in 3 quarters since. The position peaked at $255K in Q4 2024. 816 funds tracked by Wall St. Rank hold TEAM as of Q2 2025.

  • Capital A Wealth Management held 18 shares of Atlassian worth $4.28K as of Q2 2025.
  • Capital A Wealth Management sold 758 Atlassian shares in Q2 2025, an estimated $158K.
  • Atlassian made up 0.05% of Capital A Wealth Management's portfolio in Q2 2025, its #246 holding.
  • Capital A Wealth Management first reported a position in Atlassian in Q4 2024 and has held it in 3 quarters since.
  • Capital A Wealth Management's Atlassian position peaked at $255K in Q4 2024.
  • 816 funds tracked by Wall St. Rank held Atlassian as of Q2 2025.

Based on Capital A Wealth Management's 13F filing for Q2 2025, filed 26 Sep 2025.