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Capital Wealth Planning’s Atlassian TEAM Stock Holding History

Capital Wealth Planning’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
-10,927
Closed -$2.32M – 153
2025
Q1 		$2.32M Buy
+10,927
New +$2.88M 0.02% 76

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 $3.38T AUM 44.17% 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

Capital Wealth Planning's TEAM Position: Q2 2025 in Review

Capital Wealth Planning sold out of Atlassian (TEAM) in Q2 2025, closing a stake of 10,927 shares — an estimated $2.32M sold.

Capital Wealth Planning first reported a position in TEAM in Q1 2025 and held it in 1 quarter. The position peaked at $2.32M in Q1 2025. 816 funds tracked by Wall St. Rank hold TEAM as of Q2 2025.

  • Capital Wealth Planning reported no remaining Atlassian position as of Q2 2025 after selling out during the quarter.
  • Capital Wealth Planning sold 10,927 Atlassian shares in Q2 2025, an estimated $2.32M.
  • Capital Wealth Planning first reported a position in Atlassian in Q1 2025 and held it in 1 quarter.
  • Capital Wealth Planning's Atlassian position peaked at $2.32M in Q1 2025.
  • 816 funds tracked by Wall St. Rank held Atlassian as of Q2 2025.

Based on Capital Wealth Planning's 13F filing for Q2 2025, filed 7 Aug 2025.