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
2021 Q3	–	Sell	-10	Closed	-$257K	–	884
2021 Q2	$257K	Sell	10 -30	-75%	-$7.02K	0.02%	578
2021 Q1	$843K	Buy	+40	New	+$9.31K	0.09%	230

Other funds holding TEAM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

DnB Asset Management Oslo, Norway $28B AUM 26% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 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. 651 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.
651 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.