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Beacon Pointe Advisors’s Atlassian TEAM Stock Holding History

Beacon Pointe 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
Q2 		– Sell
-4,893
Closed -$334K – 2031
2026
Q1 		$334K Buy
4,893
+801
+20% +$78.9K ﹤0.01% 1489
2025
Q4 		$663K Sell
4,092
-263
-6% -$41.3K ﹤0.01% 979
2025
Q3 		$695K Sell
4,355
-445
-9% -$80.5K 0.01% 896
2025
Q2 		$975K Sell
4,800
-54
-1% -$11.2K 0.01% 684
2025
Q1 		$1.03M Buy
4,854
+269
+6% +$71K 0.01% 629
2024
Q4 		$1.12M Sell
4,585
-586
-11% -$134K 0.01% 603
2024
Q3 		$821K Sell
5,171
-1,115
-18% -$183K 0.01% 691
2024
Q2 		$1.11M Buy
6,286
+233
+4% +$41.6K 0.01% 610
2024
Q1 		$1.18M Sell
6,053
-780
-11% -$170K 0.01% 641
2023
Q4 		$1.63M Sell
6,833
-90
-1% -$17.7K 0.02% 531
2023
Q3 		$1.4M Buy
6,923
+3,377
+95% +$641K 0.02% 542
2023
Q2 		$595K Sell
3,546
-3,772
-52% -$604K 0.01% 665
2023
Q1 		$1.25M Buy
7,318
+2,963
+68% +$473K 0.02% 488
2022
Q4 		$560K Buy
+4,355
New +$693K 0.01% 648
2022
Q3 		– Sell
-3,756
Closed -$703K – 1057
2022
Q2 		$703K Sell
3,756
-5,645
-60% -$1.21M 0.01% 558
2022
Q1 		$2.76M Buy
9,401
+7,621
+428% +$2.28M 0.04% 379
2021
Q4 		$679K Sell
1,780
-16,537
-90% -$6.64M 0.02% 470
2021
Q3 		$7.17M Buy
18,317
+15,576
+568% +$5.2M 0.18% 134
2021
Q2 		$704K Buy
+2,741
New +$642K 0.02% 400

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

Beacon Pointe Advisors's TEAM Position: Q2 2026 in Review

Beacon Pointe Advisors sold out of Atlassian (TEAM) in Q2 2026, closing a stake of 4,893 shares — an estimated $334K sold.

Beacon Pointe Advisors first reported a position in TEAM in Q2 2021 and held it in 19 quarters. The position peaked at $7.17M in Q3 2021. 697 funds tracked by Wall St. Rank hold TEAM as of Q2 2026.

  • Beacon Pointe Advisors reported no remaining Atlassian position as of Q2 2026 after selling out during the quarter.
  • Beacon Pointe Advisors sold 4,893 Atlassian shares in Q2 2026, an estimated $334K.
  • Beacon Pointe Advisors first reported a position in Atlassian in Q2 2021 and held it in 19 quarters.
  • Beacon Pointe Advisors's Atlassian position peaked at $7.17M in Q3 2021.
  • 697 funds tracked by Wall St. Rank held Atlassian as of Q2 2026.

Based on Beacon Pointe Advisors's 13F filing for Q2 2026, filed 18 Aug 2026.