GenTrust’s Atlassian TEAM Stock Holding History

GenTrust’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 Q2	–	Sell	-3,003	Closed	-$205K	–	287
2026 Q1	$205K	Sell	3,003 -588	-16%	-$57.9K	0.01%	272
2025 Q4	$582K	Buy	+3,591	New	+$564K	0.03%	149
2024 Q3	–	Sell	-2,430	Closed	-$430K	–	227
2024 Q2	$430K	Buy	+2,430	New	+$434K	0.02%	129

Other funds holding TEAM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

DnB Asset Management Oslo, Norway $35.7B AUM 27.58% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

GenTrust's TEAM Position: Q2 2026 in Review

GenTrust sold out of Atlassian (TEAM) in Q2 2026, closing a stake of 3,003 shares — an estimated $205K sold.

GenTrust first reported a position in TEAM in Q2 2024 and held it in 3 quarters. The position peaked at $582K in Q4 2025. 697 funds tracked by Wall St. Rank hold TEAM as of Q2 2026.

GenTrust reported no remaining Atlassian position as of Q2 2026 after selling out during the quarter.
GenTrust sold 3,003 Atlassian shares in Q2 2026, an estimated $205K.
GenTrust first reported a position in Atlassian in Q2 2024 and held it in 3 quarters.
GenTrust's Atlassian position peaked at $582K in Q4 2025.
697 funds tracked by Wall St. Rank held Atlassian as of Q2 2026.

Based on GenTrust's 13F filing for Q2 2026, filed 6 Aug 2026.