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
2026 Q3	$1.64M	Buy	+9,122	New	+$1.31M	0.02%	113
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

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

GQG Partners Ft. Lauderdale, Florida $53.4B AUM 28.28% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $59.1B AUM 41.96% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $106B AUM 2.29% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Circle Wealth Management's TEAM Position: Q3 2026 in Review

Circle Wealth Management opened a new position in Atlassian (TEAM) in Q3 2026: 9,122 shares worth $1.64M. The stake represents 0.02% of the portfolio and ranks #113 among its holdings. This is a return to the name: Circle Wealth Management previously reported a position in TEAM as recently as Q2 2025.

Circle Wealth Management first reported a position in TEAM in Q1 2019 and has held it in 14 quarters since. 717 funds tracked by Wall St. Rank hold TEAM as of Q3 2026.

Circle Wealth Management held 9,122 shares of Atlassian worth $1.64M as of Q3 2026.
Atlassian was a new Circle Wealth Management position in Q3 2026.
Atlassian made up 0.02% of Circle Wealth Management's portfolio in Q3 2026, its #113 holding.
Circle Wealth Management first reported a position in Atlassian in Q1 2019 and has held it in 14 quarters since.
717 funds tracked by Wall St. Rank held Atlassian as of Q3 2026.

Based on Circle Wealth Management's 13F filing for Q3 2026, filed 12 Nov 2026.