MA
TEAM icon

Montag & Associates’s Atlassian TEAM Stock Holding History

Montag & Associates’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 		$7.78K Hold
100
– – ﹤0.01% 784
2026
Q1 		$6.83K Hold
100
– – ﹤0.01% 781
2025
Q4 		$16.2K Sell
100
-6
-6% -$942 ﹤0.01% 718
2025
Q3 		$16.9K Buy
106
+99
+1,414% +$17.9K ﹤0.01% 710
2025
Q2 		$1.52K Sell
7
-17
-71% -$3.54K ﹤0.01% 878
2025
Q1 		$5.02K Hold
24
– – ﹤0.01% 843
2024
Q4 		$5.75K Buy
24
+9
+60% +$2.06K ﹤0.01% 830
2024
Q3 		$2.38K Hold
15
– – ﹤0.01% 906
2024
Q2 		$2.65K Hold
15
– – ﹤0.01% 857
2024
Q1 		$2.93K Hold
15
– – ﹤0.01% 850
2023
Q4 		$3.57K Hold
15
– – ﹤0.01% 844
2023
Q3 		$3.02K Hold
15
– – ﹤0.01% 830
2023
Q2 		$2.52K Hold
15
– – ﹤0.01% 855
2023
Q1 		$2.57K Sell
15
-135
-90% -$21.5K ﹤0.01% 855
2022
Q4 		$19.3K Sell
150
-68
-31% -$10.8K ﹤0.01% 664
2022
Q3 		$46K Buy
218
+135
+163% +$31.5K ﹤0.01% 549
2022
Q2 		$16K Sell
83
-207
-71% -$44.2K ﹤0.01% 659
2022
Q1 		$85K Hold
290
– – ﹤0.01% 490
2021
Q4 		$111K Hold
290
– – 0.01% 458
2021
Q3 		$114K Buy
+290
New +$96.8K 0.01% 448
2021
Q2 		– Sell
-432
Closed -$91K – 889
2021
Q1 		$91K Sell
432
-345
-44% -$80.3K 0.01% 483
2020
Q4 		$182K Buy
+777
New +$164K 0.01% 375

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 $3.38T AUM 44.17% 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

Montag & Associates's TEAM Position: Q2 2026 in Review

Montag & Associates held its Atlassian (TEAM) position steady in Q2 2026 at 100 shares worth $7.78K. The position accounts for ﹤0.01% of the portfolio, ranked #784.

Montag & Associates first reported a position in TEAM in Q4 2020 and has held it in 22 quarters since. The position peaked at $182K in Q4 2020. 699 funds tracked by Wall St. Rank hold TEAM as of Q2 2026.

  • Montag & Associates held 100 shares of Atlassian worth $7.78K as of Q2 2026.
  • Montag & Associates left its Atlassian share count unchanged in Q2 2026.
  • Atlassian made up ﹤0.01% of Montag & Associates's portfolio in Q2 2026, its #784 holding.
  • Montag & Associates first reported a position in Atlassian in Q4 2020 and has held it in 22 quarters since.
  • Montag & Associates's Atlassian position peaked at $182K in Q4 2020.
  • 699 funds tracked by Wall St. Rank held Atlassian as of Q2 2026.

Based on Montag & Associates's 13F filing for Q2 2026, filed 5 Aug 2026.