KCM Investment Advisors’s Atlassian TEAM Stock Holding History

KCM Investment Advisors’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	–	Sell	-6,022	Closed	-$411K	–	418
2026 Q1	$411K	Hold	6,022	–	–	0.01%	294
2025 Q4	$976K	Buy	6,022 +1,822	+43%	+$286K	0.03%	220
2025 Q3	$671K	Hold	4,200	–	–	0.02%	243
2025 Q2	$853K	Buy	4,200 +380	+10%	+$79.1K	0.03%	223
2025 Q1	$811K	Sell	3,820 -470	-11%	-$124K	0.03%	219
2024 Q4	$1.04M	Sell	4,290 -660	-13%	-$151K	0.04%	199
2024 Q3	$786K	Hold	4,950	–	–	0.03%	227
2024 Q2	$876K	Buy	4,950 +2,570	+108%	+$459K	0.03%	219
2024 Q1	$464K	Buy	+2,380	New	+$519K	0.02%	266
2022 Q3	–	Sell	-1,751	Closed	-$328K	–	395
2022 Q2	$328K	Buy	1,751 +8	+0.5%	+$1.71K	0.01%	316
2022 Q1	$512K	Hold	1,743	–	–	0.02%	280
2021 Q4	$665K	Hold	1,743	–	–	0.02%	260
2021 Q3	$682K	Sell	1,743 -1,972	-53%	-$659K	0.03%	236
2021 Q2	$954K	Buy	+3,715	New	+$870K	0.04%	211

Other funds holding TEAM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

DnB Asset Management Oslo, Norway $35.7B AUM 27.58% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

KCM Investment Advisors's TEAM Position: Q2 2026 in Review

KCM Investment Advisors sold out of Atlassian (TEAM) in Q2 2026, closing a stake of 6,022 shares — an estimated $411K sold.

KCM Investment Advisors first reported a position in TEAM in Q2 2021 and held it in 14 quarters. The position peaked at $1.04M in Q4 2024. 699 funds tracked by Wall St. Rank hold TEAM as of Q2 2026.

KCM Investment Advisors reported no remaining Atlassian position as of Q2 2026 after selling out during the quarter.
KCM Investment Advisors sold 6,022 Atlassian shares in Q2 2026, an estimated $411K.
KCM Investment Advisors first reported a position in Atlassian in Q2 2021 and held it in 14 quarters.
KCM Investment Advisors's Atlassian position peaked at $1.04M in Q4 2024.
699 funds tracked by Wall St. Rank held Atlassian as of Q2 2026.

Based on KCM Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.