CA
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Clearstead Advisors’s Atlassian TEAM Stock Holding History

Clearstead 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 		$43.2K Buy
555
+553
+27,650% +$45.2K ﹤0.01% 1546
2026
Q1 		$137 Sell
2
-6,587
-100% -$649K ﹤0.01% 2191
2025
Q4 		$1.07M Buy
6,589
+6,101
+1,250% +$957K 0.01% 460
2025
Q3 		$77.9K Buy
488
+83
+20% +$15K ﹤0.01% 1134
2025
Q2 		$82.3K Sell
405
-160
-28% -$33.3K ﹤0.01% 1121
2025
Q1 		$120K Buy
565
+374
+196% +$98.7K ﹤0.01% 945
2024
Q4 		$46.5K Buy
191
+51
+36% +$11.7K ﹤0.01% 1177
2024
Q3 		$22.2K Sell
140
-34
-20% -$5.59K ﹤0.01% 1389
2024
Q2 		$30.8K Buy
+174
New +$31.1K ﹤0.01% 1275
2024
Q1 		– Sell
-16
Closed -$3.81K – 1626
2023
Q4 		$3.81K Hold
16
– – ﹤0.01% 1195
2023
Q3 		$3.23K Hold
16
– – ﹤0.01% 1146
2023
Q2 		$2.69K Sell
16
-3
-16% -$480 ﹤0.01% 1111
2023
Q1 		$3.25K Buy
19
+13
+217% +$2.07K ﹤0.01% 1071
2022
Q4 		$772 Sell
6
-57
-90% -$9.07K ﹤0.01% 1196
2022
Q3 		$13K Hold
63
– – ﹤0.01% 849
2022
Q2 		$12K Sell
63
-184
-74% -$39.3K ﹤0.01% 902
2022
Q1 		$73K Buy
247
+28
+13% +$8.36K 0.01% 611
2021
Q4 		$84K Sell
219
-309
-59% -$124K 0.01% 564
2021
Q3 		$207K Buy
528
+465
+738% +$155K 0.02% 366
2021
Q2 		$16K Buy
63
+57
+950% +$13.3K ﹤0.01% 738
2021
Q1 		$1K Hold
6
– – ﹤0.01% 1073
2020
Q4 		$1K Buy
+6
New +$1.27K ﹤0.01% 956

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

Clearstead Advisors's TEAM Position: Q2 2026 in Review

Clearstead Advisors increased its Atlassian (TEAM) stake by 27,650% in Q2 2026, buying an estimated $45.2K and bringing the position to 555 shares worth $43.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1546.

Clearstead Advisors first reported a position in TEAM in Q4 2020 and has held it in 22 quarters since. The position peaked at $1.07M in Q4 2025. 699 funds tracked by Wall St. Rank hold TEAM as of Q2 2026.

  • Clearstead Advisors held 555 shares of Atlassian worth $43.2K as of Q2 2026.
  • Clearstead Advisors bought 553 Atlassian shares in Q2 2026, an estimated $45.2K.
  • Atlassian made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #1546 holding.
  • Clearstead Advisors first reported a position in Atlassian in Q4 2020 and has held it in 22 quarters since.
  • Clearstead Advisors's Atlassian position peaked at $1.07M in Q4 2025.
  • 699 funds tracked by Wall St. Rank held Atlassian as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.