Symphony Financial’s Atlassian TEAM Stock Holding History

Symphony Financial’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	-2,865	Closed	-$465K	–	336
2025 Q4	$465K	Buy	+2,865	New	+$450K	0.06%	173

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

Symphony Financial's TEAM Position: Q1 2026 in Review

Symphony Financial sold out of Atlassian (TEAM) in Q1 2026, closing a stake of 2,865 shares — an estimated $465K sold.

Symphony Financial first reported a position in TEAM in Q4 2025 and held it in 1 quarter. The position peaked at $465K in Q4 2025. 656 funds tracked by Wall St. Rank hold TEAM as of Q1 2026.

Symphony Financial reported no remaining Atlassian position as of Q1 2026 after selling out during the quarter.
Symphony Financial sold 2,865 Atlassian shares in Q1 2026, an estimated $465K.
Symphony Financial first reported a position in Atlassian in Q4 2025 and held it in 1 quarter.
Symphony Financial's Atlassian position peaked at $465K in Q4 2025.
656 funds tracked by Wall St. Rank held Atlassian as of Q1 2026.

Based on Symphony Financial's 13F filing for Q1 2026, filed 1 May 2026.