LMFP
TEAM icon

Larry Mathis Financial Planning’s Atlassian TEAM Stock Holding History

Larry Mathis Financial Planning’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
-3,413
Closed -$233K – 185
2026
Q1 		$233K Buy
3,413
+1,169
+52% +$115K 0.21% 133
2025
Q4 		$364K Buy
+2,244
New +$352K 0.32% 94

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 $3.37T AUM 44.26% 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

Larry Mathis Financial Planning's TEAM Position: Q2 2026 in Review

Larry Mathis Financial Planning sold out of Atlassian (TEAM) in Q2 2026, closing a stake of 3,413 shares — an estimated $233K sold.

Larry Mathis Financial Planning first reported a position in TEAM in Q4 2025 and held it in 2 quarters. The position peaked at $364K in Q4 2025. 693 funds tracked by Wall St. Rank hold TEAM as of Q2 2026.

  • Larry Mathis Financial Planning reported no remaining Atlassian position as of Q2 2026 after selling out during the quarter.
  • Larry Mathis Financial Planning sold 3,413 Atlassian shares in Q2 2026, an estimated $233K.
  • Larry Mathis Financial Planning first reported a position in Atlassian in Q4 2025 and held it in 2 quarters.
  • Larry Mathis Financial Planning's Atlassian position peaked at $364K in Q4 2025.
  • 693 funds tracked by Wall St. Rank held Atlassian as of Q2 2026.

Based on Larry Mathis Financial Planning's 13F filing for Q2 2026, filed 17 Jul 2026.