AWM
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AE Wealth Management’s Atlassian TEAM Stock Holding History

AE 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
2026
Q1 		– Sell
-4,938
Closed -$801K – 2700
2025
Q4 		$801K Sell
4,938
-394
-7% -$61.8K ﹤0.01% 872
2025
Q3 		$852K Sell
5,332
-338
-6% -$61.2K 0.01% 795
2025
Q2 		$1.15M Sell
5,670
-538
-9% -$112K 0.01% 690
2025
Q1 		$1.32M Sell
6,208
-1,439
-19% -$380K 0.01% 649
2024
Q4 		$1.86M Sell
7,647
-3,205
-30% -$734K 0.02% 547
2024
Q3 		$1.72M Sell
10,852
-1,886
-15% -$310K 0.02% 571
2024
Q2 		$2.25M Buy
12,738
+174
+1% +$31.1K 0.02% 491
2024
Q1 		$2.45M Sell
12,564
-37,987
-75% -$8.28M 0.03% 453
2023
Q4 		$12.5M Sell
50,551
-3,483
-6% -$684K 0.06% 343
2023
Q3 		$10.9M Buy
54,034
+522
+1% +$99.1K 0.07% 362
2023
Q2 		$8.98M Buy
53,512
+17,177
+47% +$2.75M 0.05% 390
2023
Q1 		$6.22M Buy
36,335
+9,488
+35% +$1.51M 0.04% 454
2022
Q4 		$3.45M Sell
26,847
-4,289
-14% -$683K 0.03% 571
2022
Q3 		$6.56M Buy
31,136
+2,584
+9% +$604K 0.05% 368
2022
Q2 		$5.35M Buy
28,552
+8,821
+45% +$1.88M 0.04% 397
2022
Q1 		$5.8M Sell
19,731
-1,118
-5% -$334K 0.04% 398
2021
Q4 		$7.95M Sell
20,849
-1,571
-7% -$631K 0.06% 317
2021
Q3 		$8.78M Buy
22,420
+1,104
+5% +$369K 0.07% 258
2021
Q2 		$5.47M Buy
21,316
+1,930
+10% +$452K 0.05% 340
2021
Q1 		$4.09M Buy
19,386
+18,060
+1,362% +$4.2M 0.04% 362
2020
Q4 		$310K Buy
1,326
+65
+5% +$13.7K ﹤0.01% 1132
2020
Q3 		$229K Sell
1,261
-168
-12% -$30K ﹤0.01% 1138
2020
Q2 		$258K Buy
+1,429
New +$237K ﹤0.01% 1074

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
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
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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

AE Wealth Management's TEAM Position: Q1 2026 in Review

AE Wealth Management sold out of Atlassian (TEAM) in Q1 2026, closing a stake of 4,938 shares — an estimated $801K sold.

AE Wealth Management first reported a position in TEAM in Q2 2020 and held it in 23 quarters. The position peaked at $12.5M in Q4 2023. 656 funds tracked by Wall St. Rank hold TEAM as of Q1 2026.

  • AE Wealth Management reported no remaining Atlassian position as of Q1 2026 after selling out during the quarter.
  • AE Wealth Management sold 4,938 Atlassian shares in Q1 2026, an estimated $801K.
  • AE Wealth Management first reported a position in Atlassian in Q2 2020 and held it in 23 quarters.
  • AE Wealth Management's Atlassian position peaked at $12.5M in Q4 2023.
  • 656 funds tracked by Wall St. Rank held Atlassian as of Q1 2026.

Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.