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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
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
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
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
DnB Asset Management
DnB Asset Management Oslo, Norway $35.7B AUM 27.58% 1-Year Est. Return

Wealth Architects's TEAM Position: Q3 2025 in Review

Wealth Architects sold out of Atlassian (TEAM) in Q3 2025, closing a stake of 1,097 shares — an estimated $223K sold.

Wealth Architects first reported a position in TEAM in Q4 2020 and held it in 15 quarters. The position peaked at $424K in Q3 2021. 761 funds tracked by Wall St. Rank hold TEAM as of Q3 2025.

  • Wealth Architects reported no remaining Atlassian position as of Q3 2025 after selling out during the quarter.
  • Wealth Architects sold 1,097 Atlassian shares in Q3 2025, an estimated $223K.
  • Wealth Architects first reported a position in Atlassian in Q4 2020 and held it in 15 quarters.
  • Wealth Architects's Atlassian position peaked at $424K in Q3 2021.
  • 761 funds tracked by Wall St. Rank held Atlassian as of Q3 2025.

Based on Wealth Architects's 13F filing for Q3 2025, filed 13 Nov 2025.