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Principia Wealth Advisory’s Atlassian TEAM Stock Holding History

Principia Wealth Advisory’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 		$1.48K Sell
19
-2
-10% -$164 ﹤0.01% 675
2026
Q1 		$1.43K Buy
21
+5
+31% +$493 ﹤0.01% 607
2025
Q4 		$2.59K Buy
16
+10
+167% +$1.57K ﹤0.01% 383
2025
Q3 		$958 Hold
6
– – ﹤0.01% 659
2025
Q2 		$1.22K Sell
6
-3
-33% -$625 ﹤0.01% 510
2025
Q1 		$1.89K Buy
9
+5
+125% +$1.32K ﹤0.01% 291
2024
Q4 		$974 Buy
+4
New +$916 ﹤0.01% 373

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

Principia Wealth Advisory's TEAM Position: Q2 2026 in Review

Principia Wealth Advisory reduced its Atlassian (TEAM) stake by 9.5% in Q2 2026, selling an estimated $164 and leaving 19 shares worth $1.48K. The position accounts for ﹤0.01% of the portfolio, ranked #675.

Principia Wealth Advisory first reported a position in TEAM in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.59K in Q4 2025. 697 funds tracked by Wall St. Rank hold TEAM as of Q2 2026.

  • Principia Wealth Advisory held 19 shares of Atlassian worth $1.48K as of Q2 2026.
  • Principia Wealth Advisory sold 2 Atlassian shares in Q2 2026, an estimated $164.
  • Atlassian made up ﹤0.01% of Principia Wealth Advisory's portfolio in Q2 2026, its #675 holding.
  • Principia Wealth Advisory first reported a position in Atlassian in Q4 2024 and has held it in 7 quarters since.
  • Principia Wealth Advisory's Atlassian position peaked at $2.59K in Q4 2025.
  • 697 funds tracked by Wall St. Rank held Atlassian as of Q2 2026.

Based on Principia Wealth Advisory's 13F filing for Q2 2026, filed 26 Aug 2026.