EWA
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EP Wealth Advisors’s Atlassian TEAM Stock Holding History

EP Wealth 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 		$664K Buy
+8,541
New +$698K ﹤0.01% 904
2026
Q1 		– Sell
-8,263
Closed -$1.34M – 1595
2025
Q4 		$1.34M Buy
+8,263
New +$1.3M 0.01% 537
2025
Q2 		$1.41M Buy
6,953
+4,312
+163% +$898K 0.01% 490
2025
Q1 		$561K Buy
2,641
+71
+3% +$18.7K ﹤0.01% 666
2024
Q4 		$625K Sell
2,570
-522
-17% -$120K 0.01% 625
2024
Q3 		$491K Buy
+3,092
New +$509K ﹤0.01% 700
2022
Q3 		– Sell
-1,776
Closed -$333K – 613
2022
Q2 		$333K Buy
+1,776
New +$379K 0.01% 458

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

EP Wealth Advisors's TEAM Position: Q2 2026 in Review

EP Wealth Advisors opened a new position in Atlassian (TEAM) in Q2 2026: 8,541 shares worth $664K. The stake represents ﹤0.01% of the portfolio and ranks #904 among its holdings. This is a return to the name: EP Wealth Advisors previously reported a position in TEAM as recently as Q4 2025.

EP Wealth Advisors first reported a position in TEAM in Q2 2022 and has held it in 7 quarters since. The position peaked at $1.41M in Q2 2025. 699 funds tracked by Wall St. Rank hold TEAM as of Q2 2026.

  • EP Wealth Advisors held 8,541 shares of Atlassian worth $664K as of Q2 2026.
  • Atlassian was a new EP Wealth Advisors position in Q2 2026.
  • Atlassian made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #904 holding.
  • EP Wealth Advisors first reported a position in Atlassian in Q2 2022 and has held it in 7 quarters since.
  • EP Wealth Advisors's Atlassian position peaked at $1.41M in Q2 2025.
  • 699 funds tracked by Wall St. Rank held Atlassian as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.