IWC
TEAM icon

Integrated Wealth Concepts’s Atlassian TEAM Stock Holding History

Integrated Wealth Concepts’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 		$1.71M Buy
21,922
+8,500
+63% +$695K 0.01% 919
2026
Q1 		$916K Sell
13,422
-646
-5% -$63.7K 0.01% 1166
2025
Q4 		$2.28M Buy
14,068
+9,011
+178% +$1.41M 0.03% 504
2025
Q3 		$808K Sell
5,057
-3,744
-43% -$677K 0.01% 1099
2025
Q2 		$1.79M Buy
8,801
+4,951
+129% +$1.03M 0.02% 652
2025
Q1 		$817K Sell
3,850
-963
-20% -$254K 0.01% 914
2024
Q4 		$1.17M Sell
4,813
-7,465
-61% -$1.71M 0.01% 750
2024
Q3 		$1.95M Sell
12,278
-814
-6% -$134K 0.02% 558
2024
Q2 		$2.32M Sell
13,092
-437
-3% -$78.1K 0.03% 468
2024
Q1 		$2.64M Sell
13,529
-149
-1% -$32.5K 0.04% 425
2023
Q4 		$3.25M Sell
13,678
-228
-2% -$44.8K 0.05% 331
2023
Q3 		$2.8M Sell
13,906
-250
-2% -$47.5K 0.05% 340
2023
Q2 		$2.38M Buy
14,156
+1,917
+16% +$307K 0.04% 396
2023
Q1 		$2.1M Buy
12,239
+8,698
+246% +$1.39M 0.04% 390
2022
Q4 		$456K Buy
3,541
+1,462
+70% +$233K 0.01% 679
2022
Q3 		$438K Sell
2,079
-2,192
-51% -$512K 0.01% 630
2022
Q2 		$800K Buy
4,271
+563
+15% +$120K 0.02% 475
2022
Q1 		$1.09M Sell
3,708
-120
-3% -$35.8K 0.03% 376
2021
Q4 		$1.46M Buy
3,828
+605
+19% +$243K 0.04% 320
2021
Q3 		$1.26M Buy
3,223
+1,549
+93% +$517K 0.04% 339
2021
Q2 		$430K Buy
1,674
+551
+49% +$129K 0.02% 561
2021
Q1 		$237K Buy
+1,123
New +$261K 0.01% 648

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

Integrated Wealth Concepts's TEAM Position: Q2 2026 in Review

Integrated Wealth Concepts increased its Atlassian (TEAM) stake by 63% in Q2 2026, buying an estimated $695K and bringing the position to 21,922 shares worth $1.71M. The position accounts for 0.01% of the portfolio, ranked #919.

Integrated Wealth Concepts first reported a position in TEAM in Q1 2021 and has held it in 22 quarters since. The position peaked at $3.25M in Q4 2023. 699 funds tracked by Wall St. Rank hold TEAM as of Q2 2026.

  • Integrated Wealth Concepts held 21,922 shares of Atlassian worth $1.71M as of Q2 2026.
  • Integrated Wealth Concepts bought 8,500 Atlassian shares in Q2 2026, an estimated $695K.
  • Atlassian made up 0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #919 holding.
  • Integrated Wealth Concepts first reported a position in Atlassian in Q1 2021 and has held it in 22 quarters since.
  • Integrated Wealth Concepts's Atlassian position peaked at $3.25M in Q4 2023.
  • 699 funds tracked by Wall St. Rank held Atlassian as of Q2 2026.

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