KPWS
TEAM icon

Kestra Private Wealth Services’s Atlassian TEAM Stock Holding History

Kestra Private Wealth Services’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 		$1.53M Buy
19,685
+16,084
+447% +$1.32M 0.02% 695
2026
Q1 		$246K Sell
3,601
-366
-9% -$36.1K ﹤0.01% 1545
2025
Q4 		$643K Sell
3,967
-956
-19% -$150K 0.01% 1024
2025
Q3 		$786K Sell
4,923
-694
-12% -$126K 0.01% 890
2025
Q2 		$1.14M Sell
5,617
-482
-8% -$100K 0.02% 691
2025
Q1 		$1.29M Buy
6,099
+1,340
+28% +$354K 0.02% 589
2024
Q4 		$1.16M Sell
4,759
-17
-0.4% -$3.89K 0.02% 597
2024
Q3 		$758K Buy
4,776
+23
+0.5% +$3.78K 0.01% 711
2024
Q2 		$841K Buy
+4,753
New +$849K 0.02% 635
2023
Q3 		– Sell
-1,423
Closed -$239K – 1212
2023
Q2 		$239K Buy
1,423
+231
+19% +$37K 0.01% 900
2023
Q1 		$204K Buy
+1,192
New +$190K 0.01% 920
2022
Q4 		– Sell
-2,118
Closed -$446K – 986
2022
Q3 		$446K Buy
2,118
+243
+13% +$56.8K 0.03% 524
2022
Q2 		$351K Buy
1,875
+893
+91% +$191K 0.02% 616
2022
Q1 		$289K Buy
982
+39
+4% +$11.7K 0.01% 760
2021
Q4 		$360K Buy
943
+10
+1% +$4.02K 0.02% 700
2021
Q3 		$365K Buy
+933
New +$312K 0.02% 635

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

Kestra Private Wealth Services's TEAM Position: Q2 2026 in Review

Kestra Private Wealth Services increased its Atlassian (TEAM) stake by 447% in Q2 2026, buying an estimated $1.32M and bringing the position to 19,685 shares worth $1.53M. The position accounts for 0.02% of the portfolio, ranked #695.

Kestra Private Wealth Services first reported a position in TEAM in Q3 2021 and has held it in 16 quarters since. 699 funds tracked by Wall St. Rank hold TEAM as of Q2 2026.

  • Kestra Private Wealth Services held 19,685 shares of Atlassian worth $1.53M as of Q2 2026.
  • Kestra Private Wealth Services bought 16,084 Atlassian shares in Q2 2026, an estimated $1.32M.
  • Atlassian made up 0.02% of Kestra Private Wealth Services's portfolio in Q2 2026, its #695 holding.
  • Kestra Private Wealth Services first reported a position in Atlassian in Q3 2021 and has held it in 16 quarters since.
  • 699 funds tracked by Wall St. Rank held Atlassian as of Q2 2026.

Based on Kestra Private Wealth Services's 13F filing for Q2 2026, filed 28 Jul 2026.