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Whittier Trust’s Atlassian TEAM Stock Holding History

Whittier Trust’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
2026
Q2 		$6.67K Hold
78
– – ﹤0.01% 1189
2026
Q1 		$5.31K Sell
78
-27
-26% -$2.66K ﹤0.01% 1194
2025
Q4 		$16.6K Sell
105
-78
-43% -$12.2K ﹤0.01% 1060
2025
Q3 		$27.5K Sell
183
-1,974
-92% -$357K ﹤0.01% 957
2025
Q2 		$438K Buy
2,157
+230
+12% +$47.9K 0.01% 510
2025
Q1 		$409K Buy
1,927
+501
+35% +$132K 0.01% 520
2024
Q4 		$347K Buy
1,426
+1,377
+2,810% +$315K ﹤0.01% 554
2024
Q3 		$7.78K Buy
+49
New +$8.06K ﹤0.01% 1309
2024
Q2 		– Sell
-765
Closed -$149K – 1590
2024
Q1 		$149K Buy
765
+760
+15,200% +$166K ﹤0.01% 711
2023
Q4 		$1.19K Sell
5
-91
-95% -$17.9K ﹤0.01% 1436
2023
Q3 		$19.3K Buy
+96
New +$18.2K ﹤0.01% 1117
2021
Q3 		– Sell
-33
Closed -$8K – 1571
2021
Q2 		$8K Hold
33
– – ﹤0.01% 1309
2021
Q1 		$7K Buy
+33
New +$7.68K ﹤0.01% 1312
2019
Q3 		– Sell
-28
Closed -$4K – 1591
2019
Q2 		$4K Buy
+28
New +$3.37K ﹤0.01% 1179

Other funds holding TEAM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
DnB Asset Management
DnB Asset Management Oslo, Norway $35.7B AUM 27.58% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Whittier Trust's TEAM Position: Q2 2026 in Review

Whittier Trust held its Atlassian (TEAM) position steady in Q2 2026 at 78 shares worth $6.67K. The position accounts for ﹤0.01% of the portfolio, ranked #1189.

Whittier Trust first reported a position in TEAM in Q2 2019 and has held it in 14 quarters since. The position peaked at $438K in Q2 2025. 699 funds tracked by Wall St. Rank hold TEAM as of Q2 2026.

  • Whittier Trust held 78 shares of Atlassian worth $6.67K as of Q2 2026.
  • Whittier Trust left its Atlassian share count unchanged in Q2 2026.
  • Atlassian made up ﹤0.01% of Whittier Trust's portfolio in Q2 2026, its #1189 holding.
  • Whittier Trust first reported a position in Atlassian in Q2 2019 and has held it in 14 quarters since.
  • Whittier Trust's Atlassian position peaked at $438K in Q2 2025.
  • 699 funds tracked by Wall St. Rank held Atlassian as of Q2 2026.

Based on Whittier Trust's 13F filing for Q2 2026, filed 28 Jul 2026.