PWM
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Pinnacle Wealth Management’s Atlassian TEAM Stock Holding History

Pinnacle 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
Q2 		– Sell
-2,266
Closed -$481K – 65
2025
Q1 		$481K Buy
+2,266
New +$598K 0.54% 52

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 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
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return

Pinnacle Wealth Management's TEAM Position: Q2 2025 in Review

Pinnacle Wealth Management sold out of Atlassian (TEAM) in Q2 2025, closing a stake of 2,266 shares — an estimated $481K sold.

Pinnacle Wealth Management first reported a position in TEAM in Q1 2025 and held it in 1 quarter. The position peaked at $481K in Q1 2025. 815 funds tracked by Wall St. Rank hold TEAM as of Q2 2025.

  • Pinnacle Wealth Management reported no remaining Atlassian position as of Q2 2025 after selling out during the quarter.
  • Pinnacle Wealth Management sold 2,266 Atlassian shares in Q2 2025, an estimated $481K.
  • Pinnacle Wealth Management first reported a position in Atlassian in Q1 2025 and held it in 1 quarter.
  • Pinnacle Wealth Management's Atlassian position peaked at $481K in Q1 2025.
  • 815 funds tracked by Wall St. Rank held Atlassian as of Q2 2025.

Based on Pinnacle Wealth Management's 13F filing for Q2 2025, filed 29 Jul 2025.