EFS
TEAM icon

Essex Financial Services’s Atlassian TEAM Stock Holding History

Essex Financial 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 		$235K Buy
+3,017
New +$247K 0.01% 735
2026
Q1 		– Sell
-3,160
Closed -$512K – 828
2025
Q4 		$512K Buy
3,160
+1,780
+129% +$279K 0.03% 434
2025
Q3 		$220K Buy
1,380
+166
+14% +$30K 0.01% 684
2025
Q2 		$247K Sell
1,214
-266
-18% -$55.4K 0.02% 603
2025
Q1 		$314K Buy
1,480
+236
+19% +$62.3K 0.02% 484
2024
Q4 		$303K Buy
1,244
+122
+11% +$27.9K 0.02% 489
2024
Q3 		$218K Buy
+1,122
New +$185K 0.02% 581
2024
Q1 		– Sell
-846
Closed -$201K – 557
2023
Q4 		$201K Buy
+846
New +$166K 0.02% 485
2022
Q4 		– Sell
-2,056
Closed -$433K – 494
2022
Q3 		$433K Sell
2,056
-135
-6% -$31.5K 0.05% 277
2022
Q2 		$411K Buy
2,191
+92
+4% +$19.6K 0.05% 307
2022
Q1 		$617K Buy
2,099
+207
+11% +$61.8K 0.06% 259
2021
Q4 		$721K Buy
1,892
+5
+0.3% +$2.01K 0.07% 241
2021
Q3 		$739K Buy
1,887
+417
+28% +$139K 0.08% 222
2021
Q2 		$310K Hold
1,470
– – 0.04% 322
2021
Q1 		$310K Buy
1,470
+86
+6% +$20K 0.06% 263
2020
Q4 		$324K Buy
1,384
+140
+11% +$29.6K 0.06% 237
2020
Q3 		$226K Sell
1,244
-200
-14% -$35.7K 0.06% 248
2020
Q2 		$260K Sell
1,444
-1,925
-57% -$320K 0.08% 207
2020
Q1 		$462K Buy
3,369
+400
+13% +$55.9K 0.16% 133
2019
Q4 		$357K Buy
2,969
+571
+24% +$69.5K 0.1% 185
2019
Q3 		$301K Buy
+2,398
New +$327K 0.1% 185

Other funds holding TEAM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
DnB Asset Management
DnB Asset Management Oslo, Norway $35.7B AUM 27.58% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
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
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Essex Financial Services's TEAM Position: Q2 2026 in Review

Essex Financial Services opened a new position in Atlassian (TEAM) in Q2 2026: 3,017 shares worth $235K. The stake represents 0.01% of the portfolio and ranks #735 among its holdings. This is a return to the name: Essex Financial Services previously reported a position in TEAM as recently as Q4 2025.

Essex Financial Services first reported a position in TEAM in Q3 2019 and has held it in 21 quarters since. The position peaked at $739K in Q3 2021. 509 funds tracked by Wall St. Rank hold TEAM as of Q2 2026.

  • Essex Financial Services held 3,017 shares of Atlassian worth $235K as of Q2 2026.
  • Atlassian was a new Essex Financial Services position in Q2 2026.
  • Atlassian made up 0.01% of Essex Financial Services's portfolio in Q2 2026, its #735 holding.
  • Essex Financial Services first reported a position in Atlassian in Q3 2019 and has held it in 21 quarters since.
  • Essex Financial Services's Atlassian position peaked at $739K in Q3 2021.
  • 509 funds tracked by Wall St. Rank held Atlassian as of Q2 2026.

Based on Essex Financial Services's 13F filing for Q2 2026, filed 10 Aug 2026.