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TEAM icon

Allworth Financial’s Atlassian TEAM Stock Holding History

Allworth Financial’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 		$1.24M Buy
15,981
+11,674
+271% +$955K 0.01% 667
2026
Q1 		$294K Sell
4,307
-1,036
-19% -$102K ﹤0.01% 1193
2025
Q4 		$866K Buy
5,343
+2,182
+69% +$342K ﹤0.01% 736
2025
Q3 		$505K Buy
3,161
+561
+22% +$102K ﹤0.01% 892
2025
Q2 		$528K Buy
2,600
+1,059
+69% +$221K ﹤0.01% 827
2025
Q1 		$347K Sell
1,541
-7
-0.5% -$1.85K ﹤0.01% 782
2024
Q4 		$404K Buy
1,548
+47
+3% +$10.8K ﹤0.01% 744
2024
Q3 		$238K Buy
1,501
+16
+1% +$2.63K ﹤0.01% 767
2024
Q2 		$262K Buy
1,485
+1,281
+628% +$229K ﹤0.01% 730
2024
Q1 		$39.8K Buy
204
+31
+18% +$6.76K ﹤0.01% 1400
2023
Q4 		$41.1K Sell
173
-8
-4% -$1.57K ﹤0.01% 1271
2023
Q3 		$36.5K Buy
181
+1
+0.6% +$190 ﹤0.01% 1236
2023
Q2 		$30.2K Sell
180
-46
-20% -$7.37K ﹤0.01% 1317
2023
Q1 		$38.7K Buy
226
+217
+2,411% +$34.6K ﹤0.01% 1169
2022
Q4 		$1.16K Sell
9
-37
-80% -$5.89K ﹤0.01% 2425
2022
Q3 		$10K Buy
46
+5
+12% +$1.17K ﹤0.01% 1678
2022
Q2 		$8K Buy
+41
New +$8.75K ﹤0.01% 1649
2021
Q1 		– Sell
-10
Closed -$2K – 1615
2020
Q4 		$2K Buy
+10
New +$2.11K ﹤0.01% 1203
2020
Q1 		– Sell
-4
Closed – – 1324
2019
Q4 		$0 Buy
+4
New +$487 ﹤0.01% 1107
2019
Q3 		– Sell
-100
Closed -$13K – 1013
2019
Q2 		$13K Hold
100
– – ﹤0.01% 534
2019
Q1 		$11K Hold
100
– – ﹤0.01% 565
2018
Q4 		$9K Hold
100
– – ﹤0.01% 543
2018
Q3 		$10K Buy
+100
New +$7.92K ﹤0.01% 565

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

Allworth Financial's TEAM Position: Q2 2026 in Review

Allworth Financial increased its Atlassian (TEAM) stake by 271% in Q2 2026, buying an estimated $955K and bringing the position to 15,981 shares worth $1.24M. The position accounts for 0.01% of the portfolio, ranked #667.

Allworth Financial first reported a position in TEAM in Q3 2018 and has held it in 23 quarters since. 695 funds tracked by Wall St. Rank hold TEAM as of Q2 2026.

  • Allworth Financial held 15,981 shares of Atlassian worth $1.24M as of Q2 2026.
  • Allworth Financial bought 11,674 Atlassian shares in Q2 2026, an estimated $955K.
  • Atlassian made up 0.01% of Allworth Financial's portfolio in Q2 2026, its #667 holding.
  • Allworth Financial first reported a position in Atlassian in Q3 2018 and has held it in 23 quarters since.
  • 695 funds tracked by Wall St. Rank held Atlassian as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.