AWA
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Arkadios Wealth Advisors’s Atlassian TEAM Stock Holding History

Arkadios Wealth Advisors’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
-1,594
Closed -$258K – 1787
2025
Q4 		$258K Buy
1,594
+200
+14% +$31.4K 0.01% 1317
2025
Q3 		$223K Buy
+1,394
New +$252K 0.01% 1313
2024
Q1 		– Sell
-848
Closed -$202K – 786
2023
Q4 		$202K Buy
+848
New +$166K 0.02% 647
2021
Q4 		– Sell
-13
Closed -$5K – 1652
2021
Q3 		$5K Sell
13
-2
-13% -$668 ﹤0.01% 1615
2021
Q2 		$3K Hold
15
– – ﹤0.01% 1833
2021
Q1 		$3K Hold
15
– – ﹤0.01% 1484
2020
Q4 		$3K Buy
+15
New +$3.17K ﹤0.01% 1221

Other funds holding TEAM

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
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 $94.8B AUM 24.11% 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

Arkadios Wealth Advisors's TEAM Position: Q1 2026 in Review

Arkadios Wealth Advisors sold out of Atlassian (TEAM) in Q1 2026, closing a stake of 1,594 shares — an estimated $258K sold.

Arkadios Wealth Advisors first reported a position in TEAM in Q4 2020 and held it in 7 quarters. The position peaked at $258K in Q4 2025. 650 funds tracked by Wall St. Rank hold TEAM as of Q1 2026.

  • Arkadios Wealth Advisors reported no remaining Atlassian position as of Q1 2026 after selling out during the quarter.
  • Arkadios Wealth Advisors sold 1,594 Atlassian shares in Q1 2026, an estimated $258K.
  • Arkadios Wealth Advisors first reported a position in Atlassian in Q4 2020 and held it in 7 quarters.
  • Arkadios Wealth Advisors's Atlassian position peaked at $258K in Q4 2025.
  • 650 funds tracked by Wall St. Rank held Atlassian as of Q1 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.