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Smallwood Wealth Investment Management’s Atlassian TEAM Stock Holding History

Smallwood Wealth Investment 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 		– Sell
-2
Closed -$319 – 542
2025
Q3 		$319 Hold
2
– – ﹤0.01% 468
2025
Q2 		$406 Hold
2
– – ﹤0.01% 510
2025
Q1 		$424 Buy
+2
New +$528 ﹤0.01% 447

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

Smallwood Wealth Investment Management's TEAM Position: Q4 2025 in Review

Smallwood Wealth Investment Management sold out of Atlassian (TEAM) in Q4 2025, closing a stake of 2 shares — an estimated $319 sold.

Smallwood Wealth Investment Management first reported a position in TEAM in Q1 2025 and held it in 3 quarters. The position peaked at $424 in Q1 2025. 805 funds tracked by Wall St. Rank hold TEAM as of Q4 2025.

  • Smallwood Wealth Investment Management reported no remaining Atlassian position as of Q4 2025 after selling out during the quarter.
  • Smallwood Wealth Investment Management sold 2 Atlassian shares in Q4 2025, an estimated $319.
  • Smallwood Wealth Investment Management first reported a position in Atlassian in Q1 2025 and held it in 3 quarters.
  • Smallwood Wealth Investment Management's Atlassian position peaked at $424 in Q1 2025.
  • 805 funds tracked by Wall St. Rank held Atlassian as of Q4 2025.

Based on Smallwood Wealth Investment Management's 13F filing for Q4 2025, filed 23 Jan 2026.