Fortis Capital Advisors’s Atlassian TEAM Stock Holding History

Fortis Capital 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
2025 Q3	–	Sell	-1,029	Closed	-$209K	–	306
2025 Q2	$209K	Sell	1,029 -3,277	-76%	-$682K	0.04%	226
2025 Q1	$914K	Buy	4,306 +468	+12%	+$123K	0.19%	95
2024 Q4	$636K	Buy	+3,838	New	+$879K	0.22%	91
2024 Q3	–	Sell	-3,838	Closed	-$679K	–	200
2024 Q2	$679K	Sell	3,838 -357	-9%	-$63.8K	0.25%	79
2024 Q1	$818K	Sell	4,195 -37	-0.9%	-$8.07K	0.34%	56
2023 Q4	$1.01M	Buy	4,232 +289	+7%	+$56.7K	0.54%	31
2023 Q3	$795K	Buy	3,943 +1,520	+63%	+$289K	0.51%	35
2023 Q2	$407K	Buy	2,423 +216	+10%	+$34.6K	0.24%	57
2023 Q1	$378K	Sell	2,207 -448	-17%	-$71.5K	0.2%	68
2022 Q4	$342K	Buy	+2,655	New	+$423K	0.2%	68

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 $3.38T AUM 44.17% 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

Fortis Capital Advisors's TEAM Position: Q3 2025 in Review

Fortis Capital Advisors sold out of Atlassian (TEAM) in Q3 2025, closing a stake of 1,029 shares — an estimated $209K sold.

Fortis Capital Advisors first reported a position in TEAM in Q4 2022 and held it in 10 quarters. The position peaked at $1.01M in Q4 2023. 761 funds tracked by Wall St. Rank hold TEAM as of Q3 2025.

Fortis Capital Advisors reported no remaining Atlassian position as of Q3 2025 after selling out during the quarter.
Fortis Capital Advisors sold 1,029 Atlassian shares in Q3 2025, an estimated $209K.
Fortis Capital Advisors first reported a position in Atlassian in Q4 2022 and held it in 10 quarters.
Fortis Capital Advisors's Atlassian position peaked at $1.01M in Q4 2023.
761 funds tracked by Wall St. Rank held Atlassian as of Q3 2025.

Based on Fortis Capital Advisors's 13F filing for Q3 2025, filed 31 Oct 2025.