BIAS
TEAM icon

Beacon Investment Advisory Services’s Atlassian TEAM Stock Holding History

Beacon Investment Advisory Services’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 		$1.17K Buy
+15
New +$1.23K ﹤0.01% 777
2023
Q3 		– Sell
-1,807
Closed -$303K – 284
2023
Q2 		$303K Sell
1,807
-783
-30% -$125K 0.01% 238
2023
Q1 		$443K Buy
2,590
+202
+8% +$32.2K 0.02% 200
2022
Q4 		$307K Sell
2,388
-935
-28% -$149K 0.02% 228
2022
Q3 		$700K Buy
+3,323
New +$776K 0.04% 168
2022
Q2 		– Sell
-801
Closed -$235K – 305
2022
Q1 		$235K Buy
+801
New +$239K 0.01% 276

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 $3.38T AUM 44.17% 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

Beacon Investment Advisory Services's TEAM Position: Q2 2026 in Review

Beacon Investment Advisory Services opened a new position in Atlassian (TEAM) in Q2 2026: 15 shares worth $1.17K. The stake represents ﹤0.01% of the portfolio and ranks #777 among its holdings. This is a return to the name: Beacon Investment Advisory Services previously reported a position in TEAM as recently as Q2 2023.

Beacon Investment Advisory Services first reported a position in TEAM in Q1 2022 and has held it in 6 quarters since. The position peaked at $700K in Q3 2022. 699 funds tracked by Wall St. Rank hold TEAM as of Q2 2026.

  • Beacon Investment Advisory Services held 15 shares of Atlassian worth $1.17K as of Q2 2026.
  • Atlassian was a new Beacon Investment Advisory Services position in Q2 2026.
  • Atlassian made up ﹤0.01% of Beacon Investment Advisory Services's portfolio in Q2 2026, its #777 holding.
  • Beacon Investment Advisory Services first reported a position in Atlassian in Q1 2022 and has held it in 6 quarters since.
  • Beacon Investment Advisory Services's Atlassian position peaked at $700K in Q3 2022.
  • 699 funds tracked by Wall St. Rank held Atlassian as of Q2 2026.

Based on Beacon Investment Advisory Services's 13F filing for Q2 2026, filed 8 Jul 2026.