CPG
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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
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 		$8.35K Sell
45
-34
-43% -$7.08K ﹤0.01% 600
2025
Q1 		$16.5K Buy
79
+37
+88% +$9.76K ﹤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 		$9.57K 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

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

Cornerstone Planning Group's TEAM Position: Q2 2026 in Review

Cornerstone Planning Group increased its Atlassian (TEAM) stake by 80% in Q2 2026, buying an estimated $1.96K and bringing the position to 54 shares worth $4.61K. The position accounts for ﹤0.01% of the portfolio, ranked #1104.

Cornerstone Planning Group first reported a position in TEAM in Q4 2022 and has held it in 14 quarters since. The position peaked at $25K in Q4 2023. 699 funds tracked by Wall St. Rank hold TEAM as of Q2 2026.

  • Cornerstone Planning Group held 54 shares of Atlassian worth $4.61K as of Q2 2026.
  • Cornerstone Planning Group bought 24 Atlassian shares in Q2 2026, an estimated $1.96K.
  • Atlassian made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #1104 holding.
  • Cornerstone Planning Group first reported a position in Atlassian in Q4 2022 and has held it in 14 quarters since.
  • Cornerstone Planning Group's Atlassian position peaked at $25K in Q4 2023.
  • 699 funds tracked by Wall St. Rank held Atlassian as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.