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Litman Gregory Wealth Management’s Atlassian TEAM Stock Holding History

Litman Gregory Wealth 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
Q4 		$42.2K Buy
+260
New +$40.8K ﹤0.01% 238

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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
DnB Asset Management
DnB Asset Management Oslo, Norway $35.7B AUM 27.58% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Litman Gregory Wealth Management's TEAM Position: Q4 2025 in Review

Litman Gregory Wealth Management opened a new position in Atlassian (TEAM) in Q4 2025: 260 shares worth $42.2K. The stake represents ﹤0.01% of the portfolio and ranks #238 among its holdings.

805 funds tracked by Wall St. Rank hold TEAM as of Q4 2025.

  • Litman Gregory Wealth Management held 260 shares of Atlassian worth $42.2K as of Q4 2025.
  • Atlassian was a new Litman Gregory Wealth Management position in Q4 2025.
  • Atlassian made up ﹤0.01% of Litman Gregory Wealth Management's portfolio in Q4 2025, its #238 holding.
  • 805 funds tracked by Wall St. Rank held Atlassian as of Q4 2025.

Based on Litman Gregory Wealth Management's 13F filing for Q4 2025, filed 12 Feb 2026.