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Castle Rock Wealth Management’s Atlassian TEAM Stock Holding History

Castle Rock 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
Q4 		– Sell
-7,107
Closed -$1.07M – 276
2025
Q3 		$1.07M Buy
7,107
+196
+3% +$35.5K 0.24% 110
2025
Q2 		$1.35M Buy
+6,911
New +$1.44M 0.32% 90
2019
Q3 		– Sell
-3,488
Closed -$459K – 187
2019
Q2 		$459K Buy
+3,488
New +$420K 0.51% 78

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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
DnB Asset Management
DnB Asset Management Oslo, Norway $35.7B AUM 27.58% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Castle Rock Wealth Management's TEAM Position: Q4 2025 in Review

Castle Rock Wealth Management sold out of Atlassian (TEAM) in Q4 2025, closing a stake of 7,107 shares — an estimated $1.07M sold.

Castle Rock Wealth Management first reported a position in TEAM in Q2 2019 and held it in 3 quarters. The position peaked at $1.35M in Q2 2025. 805 funds tracked by Wall St. Rank hold TEAM as of Q4 2025.

  • Castle Rock Wealth Management reported no remaining Atlassian position as of Q4 2025 after selling out during the quarter.
  • Castle Rock Wealth Management sold 7,107 Atlassian shares in Q4 2025, an estimated $1.07M.
  • Castle Rock Wealth Management first reported a position in Atlassian in Q2 2019 and held it in 3 quarters.
  • Castle Rock Wealth Management's Atlassian position peaked at $1.35M in Q2 2025.
  • 805 funds tracked by Wall St. Rank held Atlassian as of Q4 2025.

Based on Castle Rock Wealth Management's 13F filing for Q4 2025, filed 5 Feb 2026.