Merit Financial Group
TEAM icon

Merit Financial Group’s Atlassian TEAM Stock Holding History

Merit Financial Group’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
Q3 		$7.57M Buy
42,246
+4,786
+13% +$690K 0.04% 357
2026
Q2 		$2.91M Buy
37,460
+18,626
+99% +$1.52M 0.02% 600
2026
Q1 		$1.29M Sell
18,834
-12,731
-40% -$1.25M 0.01% 864
2025
Q4 		$5.12M Buy
31,565
+24,388
+340% +$3.83M 0.04% 360
2025
Q3 		$1.15M Sell
7,177
-415
-5% -$75.1K 0.01% 798
2025
Q2 		$1.54M Sell
7,592
-2,087
-22% -$435K 0.02% 613
2025
Q1 		$2.05M Buy
9,679
+6,696
+224% +$1.77M 0.03% 412
2024
Q4 		$726K Buy
+2,983
New +$683K 0.01% 598
2024
Q3 		– Sell
-1,450
Closed -$256K – 952
2024
Q2 		$256K Sell
1,450
-57
-4% -$10.2K 0.01% 768
2024
Q1 		$277K Buy
+1,507
New +$329K 0.01% 739

Other funds holding TEAM

WCM Investment Management
WCM Investment Management Laguna Beach, California $59.1B AUM 41.96% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $106B AUM 2.29% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
AGF Management
AGF Management Toronto, Ontario, Canada $24.5B AUM 50.2% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $57.2B AUM 42.49% 1-Year Est. Return

Merit Financial Group's TEAM Position: Q3 2026 in Review

Merit Financial Group increased its Atlassian (TEAM) stake by 13% in Q3 2026, buying an estimated $690K and bringing the position to 42,246 shares worth $7.57M. The position accounts for 0.04% of the portfolio, ranked #357.

Merit Financial Group first reported a position in TEAM in Q1 2024 and has held it in 10 quarters since. 509 funds tracked by Wall St. Rank hold TEAM as of Q3 2026.

  • Merit Financial Group held 42,246 shares of Atlassian worth $7.57M as of Q3 2026.
  • Merit Financial Group bought 4,786 Atlassian shares in Q3 2026, an estimated $690K.
  • Atlassian made up 0.04% of Merit Financial Group's portfolio in Q3 2026, its #357 holding.
  • Merit Financial Group first reported a position in Atlassian in Q1 2024 and has held it in 10 quarters since.
  • 509 funds tracked by Wall St. Rank held Atlassian as of Q3 2026.

Based on Merit Financial Group's 13F filing for Q3 2026, filed 6 Nov 2026.