Key Financial Inc’s Atlassian TEAM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$467 Hold
6
﹤0.01% 1272
2026
Q1
$410 Hold
6
﹤0.01% 1319
2025
Q4
$973 Sell
6
-16
-73% -$2.51K ﹤0.01% 1260
2025
Q3
$3.29K Hold
22
﹤0.01% 1123
2025
Q2
$4.47K Buy
+22
New +$4.58K ﹤0.01% 1056
2022
Q4
Sell
-6
Closed -$1K 1172
2022
Q3
$1K Hold
6
﹤0.01% 1077
2022
Q2
$1K Hold
6
﹤0.01% 1054
2022
Q1
$2K Hold
6
﹤0.01% 950
2021
Q4
$2K Buy
+6
New +$2.41K ﹤0.01% 845

Other funds holding TEAM

Key Financial Inc's TEAM Position: Q2 2026 in Review

Key Financial Inc held its Atlassian (TEAM) position steady in Q2 2026 at 6 shares worth $467. The position accounts for ﹤0.01% of the portfolio, ranked #1272.

Key Financial Inc first reported a position in TEAM in Q4 2021 and has held it in 9 quarters since. The position peaked at $4.47K in Q2 2025. 699 funds tracked by Wall St. Rank hold TEAM as of Q2 2026.

  • Key Financial Inc held 6 shares of Atlassian worth $467 as of Q2 2026.
  • Key Financial Inc left its Atlassian share count unchanged in Q2 2026.
  • Atlassian made up ﹤0.01% of Key Financial Inc's portfolio in Q2 2026, its #1272 holding.
  • Key Financial Inc first reported a position in Atlassian in Q4 2021 and has held it in 9 quarters since.
  • Key Financial Inc's Atlassian position peaked at $4.47K in Q2 2025.
  • 699 funds tracked by Wall St. Rank held Atlassian as of Q2 2026.

Based on Key Financial Inc's 13F filing for Q2 2026, filed 24 Jul 2026.