PWPS
TEAM icon

Pinnacle Wealth Planning Services’s Atlassian TEAM Stock Holding History

Pinnacle Wealth Planning Services’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 		$30.7K Buy
395
+357
+939% +$29.2K ﹤0.01% 1571
2026
Q1 		$2.59K Sell
38
-370
-91% -$36.5K ﹤0.01% 2404
2025
Q4 		$66.2K Buy
+408
New +$64K 0.01% 1016
2025
Q1 		– Sell
-977
Closed -$238K – 428
2024
Q4 		$238K Buy
+977
New +$224K 0.04% 315
2024
Q3 		– Sell
-2,867
Closed -$507K – 559
2024
Q2 		$507K Sell
2,867
-111
-4% -$19.8K 0.07% 177
2024
Q1 		$581K Buy
2,978
+49
+2% +$10.7K 0.09% 158
2023
Q4 		$697K Buy
2,929
+102
+4% +$20K 0.11% 123
2023
Q3 		$570K Buy
2,827
+266
+10% +$50.5K 0.09% 141
2023
Q2 		$430K Sell
2,561
-330
-11% -$52.8K 0.07% 194
2023
Q1 		$495K Buy
+2,891
New +$461K 0.08% 176
2022
Q4 		– Sell
-1,766
Closed -$372K – 489
2022
Q3 		$372K Buy
1,766
+417
+31% +$97.4K 0.07% 190
2022
Q2 		$253K Buy
1,349
+306
+29% +$65.3K 0.05% 281
2022
Q1 		$306K Sell
1,043
-267
-20% -$79.8K 0.06% 268
2021
Q4 		$500K Buy
1,310
+149
+13% +$59.9K 0.1% 154
2021
Q3 		$454K Buy
1,161
+313
+37% +$105K 0.1% 159
2021
Q2 		$218K Buy
+848
New +$199K 0.05% 302
2021
Q1 		– Sell
-380
Closed -$89K – 1764
2020
Q4 		$89K Buy
+380
New +$80.3K 0.02% 527

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

Pinnacle Wealth Planning Services's TEAM Position: Q2 2026 in Review

Pinnacle Wealth Planning Services increased its Atlassian (TEAM) stake by 939% in Q2 2026, buying an estimated $29.2K and bringing the position to 395 shares worth $30.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1571.

Pinnacle Wealth Planning Services first reported a position in TEAM in Q4 2020 and has held it in 17 quarters since. The position peaked at $697K in Q4 2023. 699 funds tracked by Wall St. Rank hold TEAM as of Q2 2026.

  • Pinnacle Wealth Planning Services held 395 shares of Atlassian worth $30.7K as of Q2 2026.
  • Pinnacle Wealth Planning Services bought 357 Atlassian shares in Q2 2026, an estimated $29.2K.
  • Atlassian made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #1571 holding.
  • Pinnacle Wealth Planning Services first reported a position in Atlassian in Q4 2020 and has held it in 17 quarters since.
  • Pinnacle Wealth Planning Services's Atlassian position peaked at $697K in Q4 2023.
  • 699 funds tracked by Wall St. Rank held Atlassian as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.