NW
TEAM icon

NewEdge Wealth’s Atlassian TEAM Stock Holding History

NewEdge Wealth’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 		– Sell
-1,838
Closed -$297K – 1211
2025
Q3 		$297K Buy
1,838
+33
+2% +$5.97K ﹤0.01% 879
2025
Q2 		$309K Sell
1,805
-828
-31% -$172K ﹤0.01% 827
2025
Q1 		$559K Sell
2,633
-235
-8% -$62K 0.01% 621
2024
Q4 		$698K Buy
2,868
+776
+37% +$178K 0.01% 558
2024
Q3 		$332K Sell
2,092
-1,922
-48% -$316K 0.01% 703
2024
Q2 		$710K Sell
4,014
-141
-3% -$25.2K 0.02% 472
2024
Q1 		$763K Buy
4,155
+36
+0.9% +$7.85K 0.02% 473
2023
Q4 		$980K Sell
4,119
-347
-8% -$68.1K 0.03% 403
2023
Q3 		$900K Sell
4,466
-413
-8% -$78.4K 0.03% 371
2023
Q2 		$819K Buy
4,879
+100
+2% +$16K 0.03% 382
2023
Q1 		$818K Buy
4,779
+910
+24% +$145K 0.03% 342
2022
Q4 		$498K Sell
3,869
-2,173
-36% -$346K 0.02% 367
2022
Q3 		$1.27M Sell
6,042
-229
-4% -$53.5K 0.06% 247
2022
Q2 		$1.18M Buy
6,271
+2,038
+48% +$435K 0.05% 273
2022
Q1 		$1.24M Buy
4,233
+938
+28% +$280K 0.06% 201
2021
Q4 		$1.26M Buy
3,295
+247
+8% +$99.2K 0.05% 214
2021
Q3 		$1.19M Buy
3,048
+299
+11% +$99.9K 0.07% 168
2021
Q2 		$706K Buy
2,749
+244
+10% +$57.1K 0.05% 193
2021
Q1 		$528K Buy
+2,505
New +$583K 0.05% 214

Other funds holding TEAM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
DnB Asset Management
DnB Asset Management Oslo, Norway $28B AUM 26% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

NewEdge Wealth's TEAM Position: Q4 2025 in Review

NewEdge Wealth sold out of Atlassian (TEAM) in Q4 2025, closing a stake of 1,838 shares — an estimated $297K sold.

NewEdge Wealth first reported a position in TEAM in Q1 2021 and held it in 19 quarters. The position peaked at $1.27M in Q3 2022. 802 funds tracked by Wall St. Rank hold TEAM as of Q4 2025.

  • NewEdge Wealth reported no remaining Atlassian position as of Q4 2025 after selling out during the quarter.
  • NewEdge Wealth sold 1,838 Atlassian shares in Q4 2025, an estimated $297K.
  • NewEdge Wealth first reported a position in Atlassian in Q1 2021 and held it in 19 quarters.
  • NewEdge Wealth's Atlassian position peaked at $1.27M in Q3 2022.
  • 802 funds tracked by Wall St. Rank held Atlassian as of Q4 2025.

Based on NewEdge Wealth's 13F filing for Q4 2025, filed 3 Feb 2026.