Bogart Wealth LLC’s Atlassian TEAM Stock Holding History

Bogart Wealth 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 Q2	$8.63K	Sell	111 -409	-79%	-$33.4K	﹤0.01%	1042
2026 Q1	$35.5K	Buy	520 +303	+140%	+$29.9K	﹤0.01%	585
2025 Q4	$35.2K	Buy	217 +94	+76%	+$14.8K	﹤0.01%	560
2025 Q3	$19.6K	Buy	123 +103	+515%	+$18.6K	﹤0.01%	669
2025 Q2	$4.06K	Sell	20 -1	-5%	-$208	﹤0.01%	981
2025 Q1	$4.46K	Buy	21 +4	+24%	+$1.05K	﹤0.01%	920
2024 Q4	$4.14K	Hold	17	–	–	﹤0.01%	929
2024 Q3	$2.7K	Hold	17	–	–	﹤0.01%	930
2024 Q2	$3.01K	Sell	17 -5	-23%	-$894	﹤0.01%	877
2024 Q1	$4.29K	Hold	22	–	–	﹤0.01%	794
2023 Q4	$5.23K	Hold	22	–	–	﹤0.01%	738
2023 Q3	$4.43K	Hold	22	–	–	﹤0.01%	738
2023 Q2	$3.69K	Sell	22 -9	-29%	-$1.44K	﹤0.01%	782
2023 Q1	$5.31K	Buy	31 +6	+24%	+$957	﹤0.01%	699
2022 Q4	$3.22K	Buy	25 +3	+14%	+$478	﹤0.01%	738
2022 Q3	$5K	Hold	22	–	–	﹤0.01%	701
2022 Q2	$4K	Buy	22 +17	+340%	+$3.63K	﹤0.01%	699
2022 Q1	$1K	Hold	5	–	–	﹤0.01%	762
2021 Q4	$2K	Hold	5	–	–	﹤0.01%	673
2021 Q3	$2K	Hold	5	–	–	﹤0.01%	650
2021 Q2	$1K	Hold	5	–	–	﹤0.01%	656
2021 Q1	$1K	Buy	+5	New	+$1.16K	﹤0.01%	609

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 $3.38T AUM 44.17% 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

Bogart Wealth LLC's TEAM Position: Q2 2026 in Review

Bogart Wealth LLC reduced its Atlassian (TEAM) stake by 79% in Q2 2026, selling an estimated $33.4K and leaving 111 shares worth $8.63K. The position accounts for ﹤0.01% of the portfolio, ranked #1042.

Bogart Wealth LLC first reported a position in TEAM in Q1 2021 and has held it in 22 quarters since. The position peaked at $35.5K in Q1 2026. 699 funds tracked by Wall St. Rank hold TEAM as of Q2 2026.

Bogart Wealth LLC held 111 shares of Atlassian worth $8.63K as of Q2 2026.
Bogart Wealth LLC sold 409 Atlassian shares in Q2 2026, an estimated $33.4K.
Atlassian made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #1042 holding.
Bogart Wealth LLC first reported a position in Atlassian in Q1 2021 and has held it in 22 quarters since.
Bogart Wealth LLC's Atlassian position peaked at $35.5K in Q1 2026.
699 funds tracked by Wall St. Rank held Atlassian as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.