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
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

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
DnB Asset Management
DnB Asset Management Oslo, Norway $35.7B AUM 27.58% 1-Year Est. Return

Equitable Trust's TEAM Position: Q3 2025 in Review

Equitable Trust sold out of Atlassian (TEAM) in Q3 2025, closing a stake of 8,374 shares — an estimated $1.7M sold.

Equitable Trust first reported a position in TEAM in Q1 2020 and held it in 22 quarters. The position peaked at $5.76M in Q3 2021. 761 funds tracked by Wall St. Rank hold TEAM as of Q3 2025.

  • Equitable Trust reported no remaining Atlassian position as of Q3 2025 after selling out during the quarter.
  • Equitable Trust sold 8,374 Atlassian shares in Q3 2025, an estimated $1.7M.
  • Equitable Trust first reported a position in Atlassian in Q1 2020 and held it in 22 quarters.
  • Equitable Trust's Atlassian position peaked at $5.76M in Q3 2021.
  • 761 funds tracked by Wall St. Rank held Atlassian as of Q3 2025.

Based on Equitable Trust's 13F filing for Q3 2025, filed 10 Nov 2025.