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WealthTrak Capital Management’s Atlassian TEAM Stock Holding History

WealthTrak Capital 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
Q3 		– Sell
-8
Closed -$1.63K – 797
2025
Q2 		$1.63K Sell
8
-1
-11% -$208 ﹤0.01% 468
2025
Q1 		$1.91K Buy
9
+1
+13% +$264 ﹤0.01% 394
2024
Q4 		$1.95K Buy
+8
New +$1.83K ﹤0.01% 323

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 $3.38T AUM 44.17% 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

WealthTrak Capital Management's TEAM Position: Q3 2025 in Review

WealthTrak Capital Management sold out of Atlassian (TEAM) in Q3 2025, closing a stake of 8 shares — an estimated $1.63K sold.

WealthTrak Capital Management first reported a position in TEAM in Q4 2024 and held it in 3 quarters. The position peaked at $1.95K in Q4 2024. 761 funds tracked by Wall St. Rank hold TEAM as of Q3 2025.

  • WealthTrak Capital Management reported no remaining Atlassian position as of Q3 2025 after selling out during the quarter.
  • WealthTrak Capital Management sold 8 Atlassian shares in Q3 2025, an estimated $1.63K.
  • WealthTrak Capital Management first reported a position in Atlassian in Q4 2024 and held it in 3 quarters.
  • WealthTrak Capital Management's Atlassian position peaked at $1.95K in Q4 2024.
  • 761 funds tracked by Wall St. Rank held Atlassian as of Q3 2025.

Based on WealthTrak Capital Management's 13F filing for Q3 2025, filed 14 Nov 2025.