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Root Financial Partners’s Atlassian TEAM Stock Holding History

Root Financial Partners’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 		– Sell
-61
Closed -$4.16K – 2887
2026
Q1 		$4.16K Buy
61
+24
+65% +$2.37K ﹤0.01% 2015
2025
Q4 		$6K Sell
37
-6
-14% -$942 ﹤0.01% 1706
2025
Q3 		$6.87K Buy
+43
New +$7.78K ﹤0.01% 1597

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

Root Financial Partners's TEAM Position: Q2 2026 in Review

Root Financial Partners sold out of Atlassian (TEAM) in Q2 2026, closing a stake of 61 shares — an estimated $4.16K sold.

Root Financial Partners first reported a position in TEAM in Q3 2025 and held it in 3 quarters. The position peaked at $6.87K in Q3 2025. 699 funds tracked by Wall St. Rank hold TEAM as of Q2 2026.

  • Root Financial Partners reported no remaining Atlassian position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 61 Atlassian shares in Q2 2026, an estimated $4.16K.
  • Root Financial Partners first reported a position in Atlassian in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Atlassian position peaked at $6.87K in Q3 2025.
  • 699 funds tracked by Wall St. Rank held Atlassian as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.