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Venturi Wealth Management’s Atlassian TEAM Stock Holding History

Venturi 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
-1,191
Closed -$253K – 607
2025
Q1 		$253K Sell
1,191
-276
-19% -$72.8K 0.01% 484
2024
Q4 		$357K Buy
1,467
+56
+4% +$12.8K 0.02% 408
2024
Q3 		$224K Buy
1,411
+221
+19% +$36.4K 0.01% 435
2024
Q2 		$210K Sell
1,190
-151
-11% -$27K 0.01% 399
2024
Q1 		$262K Sell
1,341
-15
-1% -$3.27K 0.02% 324
2023
Q4 		$323K Buy
1,356
+32
+2% +$6.28K 0.02% 305
2023
Q3 		$267K Buy
1,324
+156
+13% +$29.6K 0.02% 306
2023
Q2 		$196K Buy
1,168
+250
+27% +$40K 0.02% 304
2023
Q1 		$157K Buy
+918
New +$146K 0.01% 352
2022
Q4 		– Sell
-2,200
Closed -$464K – 353
2022
Q3 		$464K Buy
2,200
+118
+6% +$27.6K 0.04% 228
2022
Q2 		$389K Buy
2,082
+534
+34% +$114K 0.03% 248
2022
Q1 		$455K Buy
1,548
+674
+77% +$201K 0.03% 248
2021
Q4 		$333K Buy
874
+77
+10% +$30.9K 0.03% 282
2021
Q3 		$312K Buy
797
+6
+0.8% +$2K 0.03% 271
2021
Q2 		$203K Buy
+791
New +$185K 0.02% 294

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return

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

Venturi Wealth Management sold out of Atlassian (TEAM) in Q2 2025, closing a stake of 1,191 shares — an estimated $253K sold.

Venturi Wealth Management first reported a position in TEAM in Q2 2021 and held it in 15 quarters. The position peaked at $464K in Q3 2022. 816 funds tracked by Wall St. Rank hold TEAM as of Q2 2025.

  • Venturi Wealth Management reported no remaining Atlassian position as of Q2 2025 after selling out during the quarter.
  • Venturi Wealth Management sold 1,191 Atlassian shares in Q2 2025, an estimated $253K.
  • Venturi Wealth Management first reported a position in Atlassian in Q2 2021 and held it in 15 quarters.
  • Venturi Wealth Management's Atlassian position peaked at $464K in Q3 2022.
  • 816 funds tracked by Wall St. Rank held Atlassian as of Q2 2025.

Based on Venturi Wealth Management's 13F filing for Q2 2025, filed 23 Jul 2025.