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OneAscent Wealth Management’s Atlassian TEAM Stock Holding History

OneAscent 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
Q3 		– Sell
-1,434
Closed -$291K – 192
2025
Q2 		$291K Buy
1,434
+141
+11% +$29.4K 0.11% 118
2025
Q1 		$274K Buy
+1,293
New +$341K 0.12% 115

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
DnB Asset Management
DnB Asset Management Oslo, Norway $28B AUM 26% 1-Year Est. Return

OneAscent Wealth Management's TEAM Position: Q3 2025 in Review

OneAscent Wealth Management sold out of Atlassian (TEAM) in Q3 2025, closing a stake of 1,434 shares — an estimated $291K sold.

OneAscent Wealth Management first reported a position in TEAM in Q1 2025 and held it in 2 quarters. The position peaked at $291K in Q2 2025. 760 funds tracked by Wall St. Rank hold TEAM as of Q3 2025.

  • OneAscent Wealth Management reported no remaining Atlassian position as of Q3 2025 after selling out during the quarter.
  • OneAscent Wealth Management sold 1,434 Atlassian shares in Q3 2025, an estimated $291K.
  • OneAscent Wealth Management first reported a position in Atlassian in Q1 2025 and held it in 2 quarters.
  • OneAscent Wealth Management's Atlassian position peaked at $291K in Q2 2025.
  • 760 funds tracked by Wall St. Rank held Atlassian as of Q3 2025.

Based on OneAscent Wealth Management's 13F filing for Q3 2025, filed 31 Oct 2025.