IAA
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Independent Advisor Alliance’s Atlassian TEAM Stock Holding History

Independent Advisor Alliance’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 		$227K Buy
+2,912
New +$238K 0.01% 929
2026
Q1 		– Sell
-2,141
Closed -$347K – 1658
2025
Q4 		$347K Sell
2,141
-1,727
-45% -$271K 0.01% 754
2025
Q3 		$618K Sell
3,868
-218
-5% -$39.4K 0.02% 562
2025
Q2 		$830K Sell
4,086
-88
-2% -$18.3K 0.02% 450
2025
Q1 		$886K Sell
4,174
-186
-4% -$49.1K 0.03% 395
2024
Q4 		$1.06M Buy
4,360
+1,370
+46% +$314K 0.01% 714
2024
Q3 		$475K Sell
2,990
-65
-2% -$10.7K 0.02% 469
2024
Q2 		$540K Buy
3,055
+561
+22% +$100K 0.02% 443
2024
Q1 		$487K Hold
2,494
– – 0.02% 463
2023
Q4 		$593K Sell
2,494
-197
-7% -$38.7K 0.02% 406
2023
Q3 		$542K Buy
2,691
+104
+4% +$19.7K 0.02% 397
2023
Q2 		$434K Buy
2,587
+120
+5% +$19.2K 0.02% 454
2023
Q1 		$422K Buy
+2,467
New +$394K 0.02% 455
2022
Q4 		– Sell
-2,794
Closed -$588K – 614
2022
Q3 		$588K Buy
2,794
+46
+2% +$10.7K 0.03% 335
2022
Q2 		$515K Sell
2,748
-187
-6% -$39.9K 0.03% 362
2022
Q1 		$862K Buy
2,935
+120
+4% +$35.8K 0.04% 299
2021
Q4 		$1.07M Buy
2,815
+2,011
+250% +$808K 0.05% 269
2021
Q3 		$315K Buy
+804
New +$269K 0.02% 478

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 $3.38T AUM 44.17% 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

Independent Advisor Alliance's TEAM Position: Q2 2026 in Review

Independent Advisor Alliance opened a new position in Atlassian (TEAM) in Q2 2026: 2,912 shares worth $227K. The stake represents 0.01% of the portfolio and ranks #929 among its holdings. This is a return to the name: Independent Advisor Alliance previously reported a position in TEAM as recently as Q4 2025.

Independent Advisor Alliance first reported a position in TEAM in Q3 2021 and has held it in 18 quarters since. The position peaked at $1.07M in Q4 2021. 699 funds tracked by Wall St. Rank hold TEAM as of Q2 2026.

  • Independent Advisor Alliance held 2,912 shares of Atlassian worth $227K as of Q2 2026.
  • Atlassian was a new Independent Advisor Alliance position in Q2 2026.
  • Atlassian made up 0.01% of Independent Advisor Alliance's portfolio in Q2 2026, its #929 holding.
  • Independent Advisor Alliance first reported a position in Atlassian in Q3 2021 and has held it in 18 quarters since.
  • Independent Advisor Alliance's Atlassian position peaked at $1.07M in Q4 2021.
  • 699 funds tracked by Wall St. Rank held Atlassian as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.