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Steward Partners Investment Advisory’s Atlassian TEAM Stock Holding History

Steward Partners Investment 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 		$84.2K Buy
1,083
+237
+28% +$19.4K ﹤0.01% 2680
2026
Q1 		$57.7K Sell
846
-141
-14% -$13.9K ﹤0.01% 2711
2025
Q4 		$160K Buy
987
+60
+6% +$9.41K ﹤0.01% 2041
2025
Q3 		$148K Sell
927
-103
-10% -$18.6K ﹤0.01% 2021
2025
Q2 		$209K Sell
1,030
-476
-32% -$99.1K ﹤0.01% 1743
2025
Q1 		$320K Buy
1,506
+254
+20% +$67K ﹤0.01% 1416
2024
Q4 		$305K Buy
1,252
+88
+8% +$20.2K ﹤0.01% 1401
2024
Q3 		$185K Sell
1,164
-110
-9% -$18.1K ﹤0.01% 1568
2024
Q2 		$225K Sell
1,274
-12
-0.9% -$2.14K ﹤0.01% 1386
2024
Q1 		$251K Buy
1,286
+29
+2% +$6.32K ﹤0.01% 1332
2023
Q4 		$299K Buy
1,257
+8
+0.6% +$1.57K ﹤0.01% 1218
2023
Q3 		$252K Sell
1,249
-13
-1% -$2.47K ﹤0.01% 1185
2023
Q2 		$212K Sell
1,262
-54
-4% -$8.65K ﹤0.01% 1266
2023
Q1 		$225K Sell
1,316
-75
-5% -$12K ﹤0.01% 1230
2022
Q4 		$179K Sell
1,391
-444
-24% -$70.7K ﹤0.01% 1289
2022
Q3 		$386K Sell
1,835
-65
-3% -$15.2K 0.01% 947
2022
Q2 		$356K Buy
1,900
+86
+5% +$18.4K 0.01% 968
2022
Q1 		$533K Sell
1,814
-26
-1% -$7.77K 0.01% 914
2021
Q4 		$702K Sell
1,840
-93
-5% -$37.4K 0.01% 824
2021
Q3 		$757K Buy
1,933
+253
+15% +$84.5K 0.01% 761
2021
Q2 		$432K Buy
1,680
+1,448
+624% +$339K 0.01% 997
2021
Q1 		$48.9K Buy
232
+131
+130% +$30.5K ﹤0.01% 1996
2020
Q4 		$24K Buy
101
+61
+153% +$12.9K ﹤0.01% 1988
2020
Q3 		$7K Buy
+40
New +$7.13K ﹤0.01% 2276
2020
Q1 		– Sell
-25
Closed -$3K – 2694
2019
Q4 		$3K Hold
25
– – ﹤0.01% 2376
2019
Q3 		$3K Hold
25
– – ﹤0.01% 2377
2019
Q2 		$3K Buy
+25
New +$3.01K ﹤0.01% 2378
2018
Q4 		– Sell
-65
Closed -$6K – 2010
2018
Q3 		$6K Buy
+65
New +$5.15K ﹤0.01% 2078

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

Steward Partners Investment Advisory's TEAM Position: Q2 2026 in Review

Steward Partners Investment Advisory increased its Atlassian (TEAM) stake by 28% in Q2 2026, buying an estimated $19.4K and bringing the position to 1,083 shares worth $84.2K. The position accounts for ﹤0.01% of the portfolio, ranked #2680.

Steward Partners Investment Advisory first reported a position in TEAM in Q3 2018 and has held it in 28 quarters since. The position peaked at $757K in Q3 2021. 699 funds tracked by Wall St. Rank hold TEAM as of Q2 2026.

  • Steward Partners Investment Advisory held 1,083 shares of Atlassian worth $84.2K as of Q2 2026.
  • Steward Partners Investment Advisory bought 237 Atlassian shares in Q2 2026, an estimated $19.4K.
  • Atlassian made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #2680 holding.
  • Steward Partners Investment Advisory first reported a position in Atlassian in Q3 2018 and has held it in 28 quarters since.
  • Steward Partners Investment Advisory's Atlassian position peaked at $757K in Q3 2021.
  • 699 funds tracked by Wall St. Rank held Atlassian as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.