ET
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Equitable Trust’s Atlassian TEAM Stock Holding History

Equitable Trust’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 		$1.71M Buy
+9,563
New +$1.38M 0.07% 176
2025
Q3 		– Sell
-8,374
Closed -$1.7M – 456
2025
Q2 		$1.7M Buy
8,374
+357
+4% +$74.3K 0.08% 167
2025
Q1 		$1.7M Sell
8,017
-3,389
-30% -$894K 0.09% 166
2024
Q4 		$2.78M Sell
11,406
-202
-2% -$46.3K 0.15% 125
2024
Q3 		$1.84M Sell
11,608
-7,932
-41% -$1.3M 0.12% 147
2024
Q2 		$3.46M Buy
19,540
+167
+0.9% +$29.8K 0.24% 87
2024
Q1 		$3.78M Buy
19,373
+167
+0.9% +$36.4K 0.26% 80
2023
Q4 		$4.57M Buy
19,206
+1,393
+8% +$273K 0.34% 59
2023
Q3 		$3.59M Sell
17,813
-1,085
-6% -$206K 0.3% 68
2023
Q2 		$3.17M Sell
18,898
-342
-2% -$54.8K 0.24% 76
2023
Q1 		$3.29M Sell
19,240
-2,515
-12% -$401K 0.26% 73
2022
Q4 		$2.8M Buy
21,755
+5,717
+36% +$910K 0.22% 98
2022
Q3 		$3.38M Buy
16,038
+3,201
+25% +$748K 0.28% 78
2022
Q2 		$2.4M Buy
12,837
+562
+5% +$120K 0.18% 113
2022
Q1 		$3.61M Sell
12,275
-2,476
-17% -$740K 0.23% 97
2021
Q4 		$5.62M Buy
14,751
+26
+0.2% +$10.4K 0.35% 78
2021
Q3 		$5.76M Buy
14,725
+12,425
+540% +$4.15M 0.37% 73
2021
Q2 		$590K Sell
2,300
-39
-2% -$9.13K 0.04% 232
2021
Q1 		$493K Sell
2,339
-8,180
-78% -$1.9M 0.04% 249
2020
Q4 		$2.46M Sell
10,519
-2
-0% -$423 0.18% 116
2020
Q3 		$1.91M Sell
10,521
-187
-2% -$33.4K 0.16% 120
2020
Q2 		$1.93M Buy
10,708
+24
+0.2% +$3.99K 0.18% 113
2020
Q1 		$1.47M Buy
+10,684
New +$1.49M 0.16% 122

Other funds holding TEAM

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Artemis Investment Management
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
CPW
Catalyst Private Wealth San Mateo, California $239M AUM 21.76% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Gateway Investment Advisers
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
Fisher Funds Management
Fisher Funds Management Auckland, New Zealand $3.44B AUM 17.27% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

Equitable Trust's TEAM Position: Q3 2026 in Review

Equitable Trust opened a new position in Atlassian (TEAM) in Q3 2026: 9,563 shares worth $1.71M. The stake represents 0.07% of the portfolio and ranks #176 among its holdings. This is a return to the name: Equitable Trust previously reported a position in TEAM as recently as Q2 2025.

Equitable Trust first reported a position in TEAM in Q1 2020 and has held it in 23 quarters since. The position peaked at $5.76M in Q3 2021. 139 funds tracked by Wall St. Rank hold TEAM as of Q3 2026.

  • Equitable Trust held 9,563 shares of Atlassian worth $1.71M as of Q3 2026.
  • Atlassian was a new Equitable Trust position in Q3 2026.
  • Atlassian made up 0.07% of Equitable Trust's portfolio in Q3 2026, its #176 holding.
  • Equitable Trust first reported a position in Atlassian in Q1 2020 and has held it in 23 quarters since.
  • Equitable Trust's Atlassian position peaked at $5.76M in Q3 2021.
  • 139 funds tracked by Wall St. Rank held Atlassian as of Q3 2026.

Based on Equitable Trust's 13F filing for Q3 2026, filed 13 Oct 2026.