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GeoWealth Management’s Atlassian TEAM Stock Holding History

GeoWealth Management’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
-221
Closed -$44.9K – 1181
2025
Q2 		$44.9K Buy
221
+35
+19% +$7.29K ﹤0.01% 958
2025
Q1 		$39.5K Buy
186
+6
+3% +$1.58K ﹤0.01% 918
2024
Q4 		$43.8K Buy
180
+38
+27% +$8.7K ﹤0.01% 1202
2024
Q3 		$22.6K Buy
+142
New +$23.4K ﹤0.01% 1260
2024
Q2 		– Sell
-1,081
Closed -$211K – 945
2024
Q1 		$211K Buy
+1,081
New +$236K 0.01% 671

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 $3.38T AUM 44.17% 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

GeoWealth Management's TEAM Position: Q3 2025 in Review

GeoWealth Management sold out of Atlassian (TEAM) in Q3 2025, closing a stake of 221 shares — an estimated $44.9K sold.

GeoWealth Management first reported a position in TEAM in Q1 2024 and held it in 5 quarters. The position peaked at $211K in Q1 2024. 761 funds tracked by Wall St. Rank hold TEAM as of Q3 2025.

  • GeoWealth Management reported no remaining Atlassian position as of Q3 2025 after selling out during the quarter.
  • GeoWealth Management sold 221 Atlassian shares in Q3 2025, an estimated $44.9K.
  • GeoWealth Management first reported a position in Atlassian in Q1 2024 and held it in 5 quarters.
  • GeoWealth Management's Atlassian position peaked at $211K in Q1 2024.
  • 761 funds tracked by Wall St. Rank held Atlassian as of Q3 2025.

Based on GeoWealth Management's 13F filing for Q3 2025, filed 13 Nov 2025.