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Whalen Wealth Management’s Atlassian TEAM Stock Holding History

Whalen 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
-1,758
Closed -$373K – 222
2025
Q1 		$373K Buy
+1,758
New +$464K 0.25% 93

Other funds holding TEAM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
State Street
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
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return

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

Whalen Wealth Management sold out of Atlassian (TEAM) in Q2 2025, closing a stake of 1,758 shares — an estimated $373K sold.

Whalen Wealth Management first reported a position in TEAM in Q1 2025 and held it in 1 quarter. The position peaked at $373K in Q1 2025. 815 funds tracked by Wall St. Rank hold TEAM as of Q2 2025.

  • Whalen Wealth Management reported no remaining Atlassian position as of Q2 2025 after selling out during the quarter.
  • Whalen Wealth Management sold 1,758 Atlassian shares in Q2 2025, an estimated $373K.
  • Whalen Wealth Management first reported a position in Atlassian in Q1 2025 and held it in 1 quarter.
  • Whalen Wealth Management's Atlassian position peaked at $373K in Q1 2025.
  • 815 funds tracked by Wall St. Rank held Atlassian as of Q2 2025.

Based on Whalen Wealth Management's 13F filing for Q2 2025, filed 4 Aug 2025.