JTWM
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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
Q2 		$557K Buy
7,157
+2,387
+50% +$195K 0.04% 138
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 $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

Jackson Thornton Wealth Management's TEAM Position: Q2 2026 in Review

Jackson Thornton Wealth Management increased its Atlassian (TEAM) stake by 50% in Q2 2026, buying an estimated $195K and bringing the position to 7,157 shares worth $557K. The position accounts for 0.04% of the portfolio, ranked #138.

Jackson Thornton Wealth Management first reported a position in TEAM in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.23M in Q4 2025. 699 funds tracked by Wall St. Rank hold TEAM as of Q2 2026.

  • Jackson Thornton Wealth Management held 7,157 shares of Atlassian worth $557K as of Q2 2026.
  • Jackson Thornton Wealth Management bought 2,387 Atlassian shares in Q2 2026, an estimated $195K.
  • Atlassian made up 0.04% of Jackson Thornton Wealth Management's portfolio in Q2 2026, its #138 holding.
  • Jackson Thornton Wealth Management first reported a position in Atlassian in Q3 2025 and has held it in 4 quarters since.
  • Jackson Thornton Wealth Management's Atlassian position peaked at $1.23M in Q4 2025.
  • 699 funds tracked by Wall St. Rank held Atlassian as of Q2 2026.

Based on Jackson Thornton Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.