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Acorn Financial Advisory Services’s Atlassian TEAM Stock Holding History

Acorn Financial Advisory Services’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
Q1 		– Sell
-1,683
Closed -$273K – 233
2025
Q4 		$273K Sell
1,683
-17
-1% -$2.67K 0.04% 169
2025
Q3 		$271K Buy
+1,700
New +$308K 0.04% 171

Other funds holding TEAM

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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
DnB Asset Management
DnB Asset Management Oslo, Norway $28B AUM 26% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Acorn Financial Advisory Services's TEAM Position: Q1 2026 in Review

Acorn Financial Advisory Services sold out of Atlassian (TEAM) in Q1 2026, closing a stake of 1,683 shares — an estimated $273K sold.

Acorn Financial Advisory Services first reported a position in TEAM in Q3 2025 and held it in 2 quarters. The position peaked at $273K in Q4 2025. 654 funds tracked by Wall St. Rank hold TEAM as of Q1 2026.

  • Acorn Financial Advisory Services reported no remaining Atlassian position as of Q1 2026 after selling out during the quarter.
  • Acorn Financial Advisory Services sold 1,683 Atlassian shares in Q1 2026, an estimated $273K.
  • Acorn Financial Advisory Services first reported a position in Atlassian in Q3 2025 and held it in 2 quarters.
  • Acorn Financial Advisory Services's Atlassian position peaked at $273K in Q4 2025.
  • 654 funds tracked by Wall St. Rank held Atlassian as of Q1 2026.

Based on Acorn Financial Advisory Services's 13F filing for Q1 2026, filed 24 Apr 2026.