JTWM
TEAM icon

Jackson Thornton Wealth Management’s Atlassian TEAM Stock Holding History

Jackson Thornton 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 		$273K Sell
4,770
-3,001
-39% -$296K 0.02% 208
2025
Q4 		$1.23M Buy
7,771
+5,292
+213% +$830K 0.12% 47
2025
Q3 		$371K Buy
+2,479
New +$449K 0.04% 140

Other funds holding TEAM

BlackRock
BlackRock New York $5.72T 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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
DnB Asset Management
DnB Asset Management Oslo, Norway $28B AUM 26% 1-Year Est. Return
VCM
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Morgan Stanley
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

Jackson Thornton Wealth Management's TEAM Position: Q1 2026 in Review

Jackson Thornton Wealth Management reduced its Atlassian (TEAM) stake by 39% in Q1 2026, selling an estimated $296K and leaving 4,770 shares worth $273K. The position accounts for 0.02% of the portfolio, ranked #208.

Jackson Thornton Wealth Management first reported a position in TEAM in Q3 2025 and has held it in 3 quarters since. The position peaked at $1.23M in Q4 2025. 651 funds tracked by Wall St. Rank hold TEAM as of Q1 2026.

  • Jackson Thornton Wealth Management held 4,770 shares of Atlassian worth $273K as of Q1 2026.
  • Jackson Thornton Wealth Management sold 3,001 Atlassian shares in Q1 2026, an estimated $296K.
  • Atlassian made up 0.02% of Jackson Thornton Wealth Management's portfolio in Q1 2026, its #208 holding.
  • Jackson Thornton Wealth Management first reported a position in Atlassian in Q3 2025 and has held it in 3 quarters since.
  • Jackson Thornton Wealth Management's Atlassian position peaked at $1.23M in Q4 2025.
  • 651 funds tracked by Wall St. Rank held Atlassian as of Q1 2026.

Based on Jackson Thornton Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.