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Kaufman Rossin Wealth’s Atlassian TEAM Stock Holding History

Kaufman Rossin Wealth’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 		– Sell
-4,831
Closed -$783K – 151
2025
Q4 		$783K Buy
+4,831
New +$758K 0.41% 34
2025
Q3 		– Sell
-1,571
Closed -$319K – 178
2025
Q2 		$319K Sell
1,571
-534
-25% -$111K 0.2% 75
2025
Q1 		$447K Buy
+2,105
New +$555K 0.32% 46

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

Kaufman Rossin Wealth's TEAM Position: Q1 2026 in Review

Kaufman Rossin Wealth sold out of Atlassian (TEAM) in Q1 2026, closing a stake of 4,831 shares — an estimated $783K sold.

Kaufman Rossin Wealth first reported a position in TEAM in Q1 2025 and held it in 3 quarters. The position peaked at $783K in Q4 2025. 651 funds tracked by Wall St. Rank hold TEAM as of Q1 2026.

  • Kaufman Rossin Wealth reported no remaining Atlassian position as of Q1 2026 after selling out during the quarter.
  • Kaufman Rossin Wealth sold 4,831 Atlassian shares in Q1 2026, an estimated $783K.
  • Kaufman Rossin Wealth first reported a position in Atlassian in Q1 2025 and held it in 3 quarters.
  • Kaufman Rossin Wealth's Atlassian position peaked at $783K in Q4 2025.
  • 651 funds tracked by Wall St. Rank held Atlassian as of Q1 2026.

Based on Kaufman Rossin Wealth's 13F filing for Q1 2026, filed 17 Apr 2026.