HB Wealth Management’s Atlassian TEAM Stock Holding History

HB Wealth Management’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 Q1	$414K	Buy	6,061 +558	+10%	+$55K	﹤0.01%	1063
2025 Q4	$892K	Buy	5,503 +3,084	+127%	+$484K	0.01%	670
2025 Q3	$386K	Sell	2,419 -7,928	-77%	-$1.43M	﹤0.01%	962
2025 Q2	$2.1M	Buy	10,347 +2,497	+32%	+$520K	0.02%	364
2025 Q1	$1.67M	Buy	7,850 +6,348	+423%	+$1.68M	0.01%	422
2024 Q4	$366K	Buy	1,502 +228	+18%	+$52.2K	﹤0.01%	741
2024 Q3	$202K	Buy	+1,274	New	+$210K	﹤0.01%	890
2024 Q2	–	Sell	-1,085	Closed	-$212K	–	963
2024 Q1	$212K	Buy	1,085 +119	+12%	+$25.9K	﹤0.01%	784
2023 Q4	$230K	Buy	+966	New	+$190K	﹤0.01%	697
2022 Q3	–	Sell	-1,160	Closed	-$217K	–	618
2022 Q2	$217K	Buy	1,160 +263	+29%	+$56.1K	﹤0.01%	528
2022 Q1	$264K	Buy	897 +81	+10%	+$24.2K	﹤0.01%	485
2021 Q4	$311K	Buy	+816	New	+$328K	0.01%	380

Other funds holding TEAM

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Baillie Gifford & Co

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

DnB Asset Management

DnB Asset Management Oslo, Norway $28B AUM 26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Pictet Asset Management

Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return

Two Sigma Investments

Two Sigma Investments New York $121B AUM 33.93% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AQR Capital Management

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return