Summit Securities Group’s Atlassian TEAM Stock Holding History

Summit Securities Group’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 Q1	–	Sell	-256	Closed	-$41.5K	–	1360
2025 Q4	$41.5K	Buy	+256	New	+$40.2K	0.01%	654
2025 Q1	–	Sell	-156	Closed	-$38K	–	1095
2024 Q4	$38K	Buy	+156	New	+$35.7K	0.01%	311
2024 Q3	–	Sell	-21	Closed	-$4K	–	853
2024 Q2	$4K	Buy	+21	New	+$3.75K	﹤0.01%	517
2024 Q1	–	Sell	-12	Closed	-$3K	–	874
2023 Q4	$3K	Sell	12 -5	-29%	-$982	﹤0.01%	609
2023 Q3	$3K	Buy	+17	New	+$3.23K	﹤0.01%	501
2022 Q4	–	Sell	-359	Closed	-$76K	–	1369
2022 Q3	$76K	Buy	+359	New	+$83.8K	0.01%	563
2022 Q2	–	Sell	-614	Closed	-$180K	–	1214
2022 Q1	$180K	Buy	+614	New	+$183K	0.02%	402
2021 Q2	–	Sell	-1,180	Closed	-$276K	–	862
2021 Q1	$249K	Buy	+1,180	New	+$275K	0.03%	484

Other funds holding TEAM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

DnB Asset Management Oslo, Norway $35.7B AUM 27.58% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Summit Securities Group's TEAM Position: Q1 2026 in Review

Summit Securities Group sold out of Atlassian (TEAM) in Q1 2026, closing a stake of 256 shares — an estimated $41.5K sold.

Summit Securities Group first reported a position in TEAM in Q1 2021 and held it in 8 quarters. The position peaked at $249K in Q1 2021. 656 funds tracked by Wall St. Rank hold TEAM as of Q1 2026.

Summit Securities Group reported no remaining Atlassian position as of Q1 2026 after selling out during the quarter.
Summit Securities Group sold 256 Atlassian shares in Q1 2026, an estimated $41.5K.
Summit Securities Group first reported a position in Atlassian in Q1 2021 and held it in 8 quarters.
Summit Securities Group's Atlassian position peaked at $249K in Q1 2021.
656 funds tracked by Wall St. Rank held Atlassian as of Q1 2026.

Based on Summit Securities Group's 13F filing for Q1 2026, filed 30 Apr 2026.