Avion Wealth’s Atlassian TEAM Stock Holding History

Avion Wealth’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	$7K	Buy	90 +42	+88%	+$3.44K	﹤0.01%	715
2026 Q1	$3K	Buy	48 +22	+85%	+$2.17K	﹤0.01%	818
2025 Q4	$4K	Buy	26 +9	+53%	+$1.41K	﹤0.01%	739
2025 Q3	$2K	Sell	17 -12	-41%	-$2.17K	﹤0.01%	915
2025 Q2	$5K	Sell	29 -140	-83%	-$29.2K	﹤0.01%	643
2025 Q1	$41K	Hold	169	–	–	0.01%	212
2024 Q4	$41K	Buy	169 +157	+1,308%	+$36K	0.01%	211
2024 Q3	$1K	Buy	12 +1	+9%	+$164	﹤0.01%	911
2024 Q2	$1K	Hold	11	–	–	﹤0.01%	820
2024 Q1	$3K	Buy	11 +2	+22%	+$436	﹤0.01%	601
2023 Q4	$2K	Sell	9 -2	-18%	-$393	﹤0.01%	626
2023 Q3	$2K	Hold	11	–	–	﹤0.01%	523
2023 Q2	$1K	Buy	11 +8	+267%	+$1.28K	﹤0.01%	648
2023 Q1	$0	Hold	3	–	–	﹤0.01%	762
2022 Q4	$0	Hold	3	–	–	﹤0.01%	533
2022 Q3	$1K	Hold	3	–	–	﹤0.01%	488
2022 Q2	$1K	Hold	3	–	–	﹤0.01%	491
2022 Q1	$1K	Hold	3	–	–	﹤0.01%	381
2021 Q4	$1K	Hold	3	–	–	﹤0.01%	391
2021 Q3	$1K	Hold	3	–	–	﹤0.01%	373
2021 Q2	$1K	Buy	+3	New	+$702	﹤0.01%	361
2021 Q1	–	Sell	-15	Closed	-$4K	–	385
2020 Q4	$4K	Hold	15	–	–	﹤0.01%	293
2020 Q3	$3K	Buy	+15	New	+$2.68K	﹤0.01%	260

Other funds holding TEAM

BlackRock New York $6.73T AUM 46.02% 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

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

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Avion Wealth's TEAM Position: Q2 2026 in Review

Avion Wealth increased its Atlassian (TEAM) stake by 88% in Q2 2026, buying an estimated $3.44K and bringing the position to 90 shares worth $7K. The position accounts for ﹤0.01% of the portfolio, ranked #715.

Avion Wealth first reported a position in TEAM in Q3 2020 and has held it in 23 quarters since. The position peaked at $41K in Q1 2025. 699 funds tracked by Wall St. Rank hold TEAM as of Q2 2026.

Avion Wealth held 90 shares of Atlassian worth $7K as of Q2 2026.
Avion Wealth bought 42 Atlassian shares in Q2 2026, an estimated $3.44K.
Atlassian made up ﹤0.01% of Avion Wealth's portfolio in Q2 2026, its #715 holding.
Avion Wealth first reported a position in Atlassian in Q3 2020 and has held it in 23 quarters since.
Avion Wealth's Atlassian position peaked at $41K in Q1 2025.
699 funds tracked by Wall St. Rank held Atlassian as of Q2 2026.

Based on Avion Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.