Asset Dedication LLC’s Atlassian TEAM Stock Holding History

Asset Dedication LLC’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	-41	Closed	-$6.65K	–	1184
2025 Q4	$6.65K	Hold	41	–	–	﹤0.01%	847
2025 Q3	$6.55K	Hold	41	–	–	﹤0.01%	871
2025 Q2	$8.33K	Hold	41	–	–	﹤0.01%	843
2025 Q1	$8.7K	Hold	41	–	–	﹤0.01%	778
2024 Q4	$9.98K	Hold	41	–	–	﹤0.01%	764
2024 Q3	$6.51K	Sell	41 -114	-74%	-$18.8K	﹤0.01%	863
2024 Q2	$27.4K	Buy	155 +108	+230%	+$19.3K	﹤0.01%	601
2024 Q1	$9K	Sell	47 -7	-13%	-$1.53K	﹤0.01%	701
2023 Q4	$13K	Hold	54	–	–	﹤0.01%	647
2023 Q3	$10K	Buy	54 +42	+350%	+$7.97K	﹤0.01%	685
2023 Q2	$2K	Hold	12	–	–	﹤0.01%	880
2023 Q1	$2K	Hold	12	–	–	﹤0.01%	873
2022 Q4	$2K	Buy	+12	New	+$1.91K	﹤0.01%	894
2022 Q3	–	Sell	-12	Closed	-$2K	–	1008
2022 Q2	$2K	Hold	12	–	–	﹤0.01%	468
2022 Q1	$3K	Buy	12 +7	+140%	+$2.09K	﹤0.01%	837
2021 Q4	$2K	Sell	5 -90	-95%	-$36.2K	﹤0.01%	863
2021 Q3	$38K	Hold	95	–	–	0.01%	465
2021 Q2	$24K	Buy	+95	New	+$22.2K	﹤0.01%	501
2021 Q1	–	Sell	-5	Closed	-$1K	–	775
2020 Q4	$1K	Hold	5	–	–	﹤0.01%	751
2020 Q3	$1K	Buy	+5	New	+$892	﹤0.01%	737
2019 Q3	–	Sell	-20	Closed	-$3K	–	632
2019 Q2	$3K	Buy	+20	New	+$2.41K	﹤0.01%	540

Other funds holding TEAM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

DnB Asset Management Oslo, Norway $35.7B AUM 27.58% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Asset Dedication LLC's TEAM Position: Q1 2026 in Review

Asset Dedication LLC sold out of Atlassian (TEAM) in Q1 2026, closing a stake of 41 shares — an estimated $6.65K sold.

Asset Dedication LLC first reported a position in TEAM in Q2 2019 and held it in 21 quarters. The position peaked at $38K in Q3 2021. 654 funds tracked by Wall St. Rank hold TEAM as of Q1 2026.

Asset Dedication LLC reported no remaining Atlassian position as of Q1 2026 after selling out during the quarter.
Asset Dedication LLC sold 41 Atlassian shares in Q1 2026, an estimated $6.65K.
Asset Dedication LLC first reported a position in Atlassian in Q2 2019 and held it in 21 quarters.
Asset Dedication LLC's Atlassian position peaked at $38K in Q3 2021.
654 funds tracked by Wall St. Rank held Atlassian as of Q1 2026.

Based on Asset Dedication LLC's 13F filing for Q1 2026, filed 29 May 2026.