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Loring Wolcott & Coolidge Fiduciary Advisors’s Atlassian TEAM Stock Holding History

Loring Wolcott & Coolidge Fiduciary 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 		$233K Hold
3,000
– – ﹤0.01% 308
2026
Q1 		$171K Sell
3,000
-38
-1% -$3.75K ﹤0.01% 324
2025
Q4 		$407K Buy
3,038
+2,978
+4,963% +$467K ﹤0.01% 259
2025
Q3 		$9.9K Hold
60
– – ﹤0.01% 503
2025
Q2 		$12.2K Sell
60
-165
-73% -$34.4K ﹤0.01% 475
2025
Q1 		$46.9K Hold
225
– – ﹤0.01% 384
2024
Q4 		$60.3K Buy
225
+14
+7% +$3.21K ﹤0.01% 380
2024
Q3 		$40K Sell
211
-556
-72% -$91.5K ﹤0.01% 410
2024
Q2 		$140K Buy
767
+155
+25% +$27.7K ﹤0.01% 306
2024
Q1 		$119K Hold
612
– – ﹤0.01% 316
2023
Q4 		$153K Hold
612
– – ﹤0.01% 301
2023
Q3 		$111K Buy
612
+22
+4% +$4.18K ﹤0.01% 342
2023
Q2 		$99K Buy
590
+29
+5% +$4.64K ﹤0.01% 370
2023
Q1 		$96K Hold
561
– – ﹤0.01% 347
2022
Q4 		$72.2K Buy
561
+104
+23% +$16.6K ﹤0.01% 370
2022
Q3 		$96K Hold
457
– – ﹤0.01% 353
2022
Q2 		$86K Sell
457
-19
-4% -$4.06K ﹤0.01% 374
2022
Q1 		$140K Sell
476
-13
-3% -$3.88K ﹤0.01% 340
2021
Q4 		$186K Hold
489
– – ﹤0.01% 324
2021
Q3 		$191K Buy
489
+11
+2% +$3.67K ﹤0.01% 315
2021
Q2 		$123K Buy
+478
New +$112K ﹤0.01% 375
2021
Q1 		– Sell
-465
Closed -$109K – 657
2020
Q4 		$109K Buy
465
+75
+19% +$15.9K ﹤0.01% 341
2020
Q3 		$71K Hold
390
– – ﹤0.01% 360
2020
Q2 		$70K Hold
390
– – ﹤0.01% 350
2020
Q1 		$54K Hold
390
– – ﹤0.01% 367
2019
Q4 		$47K Hold
390
– – ﹤0.01% 423
2019
Q3 		$49K Buy
390
+75
+24% +$10.2K ﹤0.01% 411
2019
Q2 		$41K Buy
+315
New +$38K ﹤0.01% 419

Other funds holding TEAM

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
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's TEAM Position: Q2 2026 in Review

Loring Wolcott & Coolidge Fiduciary Advisors held its Atlassian (TEAM) position steady in Q2 2026 at 3,000 shares worth $233K. The position accounts for ﹤0.01% of the portfolio, ranked #308.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in TEAM in Q2 2019 and has held it in 28 quarters since. The position peaked at $407K in Q4 2025. 307 funds tracked by Wall St. Rank hold TEAM as of Q2 2026.

  • Loring Wolcott & Coolidge Fiduciary Advisors held 3,000 shares of Atlassian worth $233K as of Q2 2026.
  • Loring Wolcott & Coolidge Fiduciary Advisors left its Atlassian share count unchanged in Q2 2026.
  • Atlassian made up ﹤0.01% of Loring Wolcott & Coolidge Fiduciary Advisors's portfolio in Q2 2026, its #308 holding.
  • Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Atlassian in Q2 2019 and has held it in 28 quarters since.
  • Loring Wolcott & Coolidge Fiduciary Advisors's Atlassian position peaked at $407K in Q4 2025.
  • 307 funds tracked by Wall St. Rank held Atlassian as of Q2 2026.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.