EWA
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EP Wealth Advisors’s Atlassian TEAM Stock Holding History

EP Wealth Advisors’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
Q1 		– Sell
-8,263
Closed -$1.34M – 1595
2025
Q4 		$1.34M Buy
+8,263
New +$1.3M 0.01% 537
2025
Q2 		$1.41M Buy
6,953
+4,312
+163% +$898K 0.01% 490
2025
Q1 		$561K Buy
2,641
+71
+3% +$18.7K ﹤0.01% 666
2024
Q4 		$625K Sell
2,570
-522
-17% -$120K 0.01% 625
2024
Q3 		$491K Buy
+3,092
New +$509K ﹤0.01% 700
2022
Q3 		– Sell
-1,776
Closed -$333K – 613
2022
Q2 		$333K Buy
+1,776
New +$379K 0.01% 458

Other funds holding TEAM

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
DnB Asset Management
DnB Asset Management Oslo, Norway $28B AUM 26% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $121B AUM 33.93% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return