Lodestone Wealth Management’s Atlassian TEAM Stock Holding History

Lodestone Wealth Management’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	-6	Closed	-$973	–	813
2025 Q4	$973	Buy	+6	New	+$942	﹤0.01%	728

Other funds holding TEAM

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

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

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

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

Lodestone Wealth Management's TEAM Position: Q1 2026 in Review

Lodestone Wealth Management sold out of Atlassian (TEAM) in Q1 2026, closing a stake of 6 shares — an estimated $973 sold.

Lodestone Wealth Management first reported a position in TEAM in Q4 2025 and held it in 1 quarter. The position peaked at $973 in Q4 2025. 654 funds tracked by Wall St. Rank hold TEAM as of Q1 2026.

Lodestone Wealth Management reported no remaining Atlassian position as of Q1 2026 after selling out during the quarter.
Lodestone Wealth Management sold 6 Atlassian shares in Q1 2026, an estimated $973.
Lodestone Wealth Management first reported a position in Atlassian in Q4 2025 and held it in 1 quarter.
Lodestone Wealth Management's Atlassian position peaked at $973 in Q4 2025.
654 funds tracked by Wall St. Rank held Atlassian as of Q1 2026.

Based on Lodestone Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.