Cornerstone Planning Group
TEAM icon

Cornerstone Planning Group’s Atlassian TEAM Stock Holding History

Cornerstone Planning Group’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
Q3 		– Sell
-54
Closed -$4.61K – 1524
2026
Q2 		$4.61K Buy
54
+24
+80% +$1.96K ﹤0.01% 1104
2026
Q1 		$2.77K Sell
30
-12
-29% -$1.18K ﹤0.01% 1227
2025
Q4 		$5.66K Sell
42
-2
-5% -$314 ﹤0.01% 957
2025
Q3 		$7.07K Sell
44
-1
-2% -$181 ﹤0.01% 856
2025
Q2 		$8.34K Sell
45
-34
-43% -$7.08K ﹤0.01% 600
2025
Q1 		$16.5K Buy
79
+37
+88% +$9.8K ﹤0.01% 452
2024
Q4 		$11.3K Hold
42
– – ﹤0.01% 406
2024
Q3 		$8.05K Sell
42
-25
-37% -$4.11K ﹤0.01% 463
2024
Q2 		$9.6K Sell
67
-8
-11% -$1.43K ﹤0.01% 445
2024
Q1 		$13.8K Sell
75
-30
-29% -$6.54K ﹤0.01% 349
2023
Q4 		$25K Buy
105
+25
+31% +$4.91K 0.01% 287
2023
Q3 		$16.1K Sell
80
-22
-22% -$4.18K 0.01% 341
2023
Q2 		$17.1K Buy
+102
New +$16.3K 0.01% 466
2022
Q4 		$19.1K Buy
+128
New +$20.4K 0.01% 450

Other funds holding TEAM

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Artemis Investment Management
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Catalyst Private Wealth
Catalyst Private Wealth San Mateo, California $239M AUM 21.76% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Gateway Investment Advisers
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
Fisher Funds Management
Fisher Funds Management Auckland, New Zealand $3.44B AUM 17.27% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

Cornerstone Planning Group's TEAM Position: Q3 2026 in Review

Cornerstone Planning Group sold out of Atlassian (TEAM) in Q3 2026, closing a stake of 54 shares — an estimated $4.61K sold.

Cornerstone Planning Group first reported a position in TEAM in Q4 2022 and held it in 14 quarters. The position peaked at $25K in Q4 2023. 151 funds tracked by Wall St. Rank hold TEAM as of Q3 2026.

  • Cornerstone Planning Group reported no remaining Atlassian position as of Q3 2026 after selling out during the quarter.
  • Cornerstone Planning Group sold 54 Atlassian shares in Q3 2026, an estimated $4.61K.
  • Cornerstone Planning Group first reported a position in Atlassian in Q4 2022 and held it in 14 quarters.
  • Cornerstone Planning Group's Atlassian position peaked at $25K in Q4 2023.
  • 151 funds tracked by Wall St. Rank held Atlassian as of Q3 2026.

Based on Cornerstone Planning Group's 13F filing for Q3 2026, filed 16 Oct 2026.