Circle Wealth Management’s Atlassian TEAM Stock Holding History

Circle 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 Q3	–	Sell	-5,481	Closed	-$1.11M	–	245
2025 Q2	$1.11M	Sell	5,481 -1,755	-24%	-$365K	0.02%	108
2025 Q1	$1.54M	Buy	7,236 +671	+10%	+$177K	0.04%	92
2024 Q4	$1.6M	Buy	6,565 +1,863	+40%	+$427K	0.03%	85
2024 Q3	$747K	Buy	4,702 +2,447	+109%	+$402K	0.02%	140
2024 Q2	$399K	Buy	+2,255	New	+$403K	0.01%	179
2021 Q1	–	Sell	-2,144	Closed	-$501K	–	214
2020 Q4	$501K	Hold	2,144	–	–	0.07%	144
2020 Q3	$390K	Hold	2,144	–	–	0.06%	133
2020 Q2	$386K	Buy	2,144 +72	+3%	+$12K	0.07%	133
2020 Q1	$284K	Buy	2,072 +72	+4%	+$10.1K	0.06%	148
2019 Q4	$241K	Hold	2,000	–	–	0.04%	160
2019 Q3	$251K	Hold	2,000	–	–	0.05%	142
2019 Q2	$262K	Sell	2,000 -1,225	-38%	-$148K	0.06%	132
2019 Q1	$362K	Buy	+3,225	New	+$330K	0.08%	113

Other funds holding TEAM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

DnB Asset Management Oslo, Norway $35.7B AUM 27.58% 1-Year Est. Return

Circle Wealth Management's TEAM Position: Q3 2025 in Review

Circle Wealth Management sold out of Atlassian (TEAM) in Q3 2025, closing a stake of 5,481 shares — an estimated $1.11M sold.

Circle Wealth Management first reported a position in TEAM in Q1 2019 and held it in 13 quarters. The position peaked at $1.6M in Q4 2024. 761 funds tracked by Wall St. Rank hold TEAM as of Q3 2025.

Circle Wealth Management reported no remaining Atlassian position as of Q3 2025 after selling out during the quarter.
Circle Wealth Management sold 5,481 Atlassian shares in Q3 2025, an estimated $1.11M.
Circle Wealth Management first reported a position in Atlassian in Q1 2019 and held it in 13 quarters.
Circle Wealth Management's Atlassian position peaked at $1.6M in Q4 2024.
761 funds tracked by Wall St. Rank held Atlassian as of Q3 2025.

Based on Circle Wealth Management's 13F filing for Q3 2025, filed 14 Nov 2025.