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Wealthspire Advisors (New York)’s Atlassian TEAM Stock Holding History

Wealthspire Advisors (New York)’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
-67
Closed -$10.7K – 2702
2025
Q3 		$10.7K Buy
+67
New +$12.1K ﹤0.01% 1988
2021
Q2 		– Sell
-1,032
Closed -$218K – 630
2021
Q1 		$218K Buy
+1,032
New +$240K 0.01% 649
2019
Q1 		– Sell
-11
Closed -$1K – 701
2018
Q4 		$1K Buy
+11
New +$871 ﹤0.01% 840

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 $218B AUM 29.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
DnB Asset Management
DnB Asset Management Oslo, Norway $28B AUM 26% 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 $481B AUM 26.39% 1-Year Est. Return

Wealthspire Advisors (New York)'s TEAM Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of Atlassian (TEAM) in Q4 2025, closing a stake of 67 shares — an estimated $10.7K sold.

Wealthspire Advisors (New York) first reported a position in TEAM in Q4 2018 and held it in 3 quarters. The position peaked at $218K in Q1 2021. 803 funds tracked by Wall St. Rank hold TEAM as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining Atlassian position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 67 Atlassian shares in Q4 2025, an estimated $10.7K.
  • Wealthspire Advisors (New York) first reported a position in Atlassian in Q4 2018 and held it in 3 quarters.
  • Wealthspire Advisors (New York)'s Atlassian position peaked at $218K in Q1 2021.
  • 803 funds tracked by Wall St. Rank held Atlassian as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.