Jones Financial Companies
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Jones Financial Companies’s Atlassian TEAM Stock Holding History

Jones Financial Companies’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 		$4.13M Buy
52,499
+20,345
+63% +$1.66M ﹤0.01% 1275
2026
Q1 		$2.09M Buy
32,154
+26,976
+521% +$2.66M ﹤0.01% 1408
2025
Q4 		$840K Buy
5,178
+2,859
+123% +$449K ﹤0.01% 1303
2025
Q3 		$386K Buy
2,319
+694
+43% +$126K ﹤0.01% 1500
2025
Q2 		$329K Buy
1,625
+232
+17% +$48.3K ﹤0.01% 1449
2025
Q1 		$304K Buy
1,393
+166
+14% +$43.8K ﹤0.01% 1326
2024
Q4 		$299K Buy
1,227
+417
+51% +$95.5K ﹤0.01% 1182
2024
Q3 		$131K Buy
810
+459
+131% +$75.5K ﹤0.01% 1305
2024
Q2 		$62.1K Buy
351
+276
+368% +$49.3K ﹤0.01% 1175
2024
Q1 		$14.6K Buy
75
+72
+2,400% +$15.7K ﹤0.01% 981
2023
Q4 		$714 Buy
+3
New +$589 ﹤0.01% 979
2022
Q4 		– Sell
-5
Closed -$1K – 777
2022
Q3 		$1K Sell
5
-1
-17% -$234 ﹤0.01% 525
2022
Q2 		$1K Sell
6
-4
-40% -$854 ﹤0.01% 689
2022
Q1 		$3K Sell
10
-44
-81% -$13.1K ﹤0.01% 633
2021
Q4 		$21K Buy
+54
New +$21.7K ﹤0.01% 462

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

Jones Financial Companies's TEAM Position: Q2 2026 in Review

Jones Financial Companies increased its Atlassian (TEAM) stake by 63% in Q2 2026, buying an estimated $1.66M and bringing the position to 52,499 shares worth $4.13M. The position accounts for ﹤0.01% of the portfolio, ranked #1275.

Jones Financial Companies first reported a position in TEAM in Q4 2021 and has held it in 15 quarters since. 699 funds tracked by Wall St. Rank hold TEAM as of Q2 2026.

  • Jones Financial Companies held 52,499 shares of Atlassian worth $4.13M as of Q2 2026.
  • Jones Financial Companies bought 20,345 Atlassian shares in Q2 2026, an estimated $1.66M.
  • Atlassian made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #1275 holding.
  • Jones Financial Companies first reported a position in Atlassian in Q4 2021 and has held it in 15 quarters since.
  • 699 funds tracked by Wall St. Rank held Atlassian as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.