TWD
TEAM icon

True Wealth Design’s Atlassian TEAM Stock Holding History

True Wealth Design’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
2026
Q1 		$61.4K Sell
899
-796
-47% -$78.4K 0.02% 346
2025
Q4 		$275K Buy
1,695
+1,182
+230% +$185K 0.08% 53
2025
Q3 		$81.9K Buy
513
+210
+69% +$38K 0.03% 203
2025
Q2 		$61.5K Sell
303
-247
-45% -$51.4K 0.02% 174
2025
Q1 		$117K Buy
550
+268
+95% +$70.7K 0.04% 74
2024
Q4 		$68.6K Buy
282
+50
+22% +$11.4K 0.03% 114
2024
Q3 		$36.8K Buy
232
+231
+23,100% +$38K 0.01% 198
2024
Q2 		$177 Sell
1
-1
-50% -$179 ﹤0.01% 755
2024
Q1 		$391 Buy
2
+1
+100% +$218 ﹤0.01% 670
2023
Q4 		$238 Hold
1
– – ﹤0.01% 654
2023
Q3 		$202 Hold
1
– – ﹤0.01% 639
2023
Q2 		$168 Hold
1
– – ﹤0.01% 675
2023
Q1 		$172 Hold
1
– – ﹤0.01% 750
2022
Q4 		$129 Buy
+1
New +$159 ﹤0.01% 718

Other funds holding TEAM

BlackRock
BlackRock New York $5.7T 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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
DnB Asset Management
DnB Asset Management Oslo, Norway $28B AUM 26% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $121B AUM 33.93% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return