Wealth Architects’s Atlassian TEAM Stock Holding History

Wealth Architects’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	-1,097	Closed	-$223K	–	241
2025 Q2	$223K	Sell	1,097 -31	-3%	-$6.46K	0.02%	203
2025 Q1	$239K	Buy	1,128 +61	+6%	+$16.1K	0.03%	201
2024 Q4	$260K	Buy	+1,067	New	+$244K	0.03%	182
2024 Q2	–	Sell	-1,094	Closed	-$213K	–	219
2024 Q1	$213K	Sell	1,094 -20	-2%	-$4.36K	0.03%	195
2023 Q4	$265K	Buy	1,114 +2	+0.2%	+$393	0.04%	163
2023 Q3	$224K	Buy	+1,112	New	+$211K	0.04%	168
2023 Q2	–	Sell	-1,221	Closed	-$209K	–	200
2023 Q1	$209K	Buy	+1,221	New	+$195K	0.04%	174
2022 Q4	–	Sell	-1,210	Closed	-$255K	–	183
2022 Q3	$255K	Buy	1,210 +127	+12%	+$29.7K	0.05%	142
2022 Q2	$203K	Sell	1,083 -9	-0.8%	-$1.92K	0.04%	171
2022 Q1	$321K	Buy	1,092 +5	+0.5%	+$1.49K	0.05%	150
2021 Q4	$415K	Buy	1,087 +4	+0.4%	+$1.61K	0.07%	127
2021 Q3	$424K	Sell	1,083 -1	-0.1%	-$334	0.08%	112
2021 Q2	$279K	Buy	1,084 +44	+4%	+$10.3K	0.05%	138
2021 Q1	$219K	Buy	1,040 +3	+0.3%	+$698	0.05%	151
2020 Q4	$243K	Buy	+1,037	New	+$219K	0.06%	134

Other funds holding TEAM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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 New York $127B AUM 43.98% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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