Capital Asset Advisory Services’s Atlassian TEAM Stock Holding History

Capital Asset 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	$251K	Buy	+3,229	New	+$264K	0.01%	312
2022 Q1	–	Sell	-549	Closed	-$209K	–	628
2021 Q4	$209K	Sell	549 -273	-33%	-$110K	0.02%	386
2021 Q3	$322K	Sell	822 -576	-41%	-$192K	0.04%	322
2021 Q2	$359K	Buy	1,398 +296	+27%	+$69.3K	0.04%	330
2021 Q1	$232K	Buy	1,102 +674	+157%	+$157K	0.03%	391
2020 Q4	$100K	Buy	+428	New	+$90.5K	0.02%	461

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

Capital Asset Advisory Services's TEAM Position: Q2 2026 in Review

Capital Asset Advisory Services opened a new position in Atlassian (TEAM) in Q2 2026: 3,229 shares worth $251K. The stake represents 0.01% of the portfolio and ranks #312 among its holdings. This is a return to the name: Capital Asset Advisory Services previously reported a position in TEAM as recently as Q4 2021.

Capital Asset Advisory Services first reported a position in TEAM in Q4 2020 and has held it in 6 quarters since. The position peaked at $359K in Q2 2021. 699 funds tracked by Wall St. Rank hold TEAM as of Q2 2026.

Capital Asset Advisory Services held 3,229 shares of Atlassian worth $251K as of Q2 2026.
Atlassian was a new Capital Asset Advisory Services position in Q2 2026.
Atlassian made up 0.01% of Capital Asset Advisory Services's portfolio in Q2 2026, its #312 holding.
Capital Asset Advisory Services first reported a position in Atlassian in Q4 2020 and has held it in 6 quarters since.
Capital Asset Advisory Services's Atlassian position peaked at $359K in Q2 2021.
699 funds tracked by Wall St. Rank held Atlassian as of Q2 2026.

Based on Capital Asset Advisory Services's 13F filing for Q2 2026, filed 14 Aug 2026.