UCFA
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United Capital Financial Advisors’s Atlassian TEAM Stock Holding History

United Capital Financial Advisors’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 		$336K Buy
+4,316
New +$353K ﹤0.01% 1320
2026
Q1 		– Sell
-1,752
Closed -$284K – 1669
2025
Q4 		$284K Buy
1,752
+90
+5% +$14.1K ﹤0.01% 1192
2025
Q3 		$265K Sell
1,662
-753
-31% -$136K ﹤0.01% 1058
2025
Q2 		$490K Sell
2,415
-310
-11% -$64.6K ﹤0.01% 786
2025
Q1 		$578K Buy
2,725
+630
+30% +$166K ﹤0.01% 706
2024
Q4 		$510K Buy
2,095
+118
+6% +$27K ﹤0.01% 731
2024
Q3 		$314K Buy
1,977
+686
+53% +$113K ﹤0.01% 858
2024
Q2 		$228K Sell
1,291
-236
-15% -$42.2K ﹤0.01% 941
2024
Q1 		$298K Buy
1,527
+2
+0.1% +$436 ﹤0.01% 879
2023
Q4 		$363K Buy
+1,525
New +$299K ﹤0.01% 808
2023
Q2 		– Sell
-15,040
Closed -$2.57M – 973
2023
Q1 		$2.57M Sell
15,040
-161
-1% -$25.7K 0.01% 410
2022
Q4 		$1.96M Sell
15,201
-1,316
-8% -$209K 0.01% 488
2022
Q3 		$3.48M Buy
16,517
+703
+4% +$164K 0.02% 390
2022
Q2 		$2.96M Sell
15,814
-1,049
-6% -$224K 0.02% 419
2022
Q1 		$4.96M Sell
16,863
-1,557
-8% -$465K 0.02% 368
2021
Q4 		$7.02M Buy
18,420
+1,794
+11% +$721K 0.03% 323
2021
Q3 		$6.51M Buy
16,626
+632
+4% +$211K 0.03% 332
2021
Q2 		$4.11M Buy
15,994
+1,120
+8% +$262K 0.02% 404
2021
Q1 		$3.13M Buy
14,874
+2,618
+21% +$609K 0.02% 425
2020
Q4 		$2.87M Buy
12,256
+10,035
+452% +$2.12M 0.02% 440
2020
Q3 		$404K Sell
2,221
-497
-18% -$88.7K ﹤0.01% 883
2020
Q2 		$490K Sell
2,718
-76
-3% -$12.6K ﹤0.01% 873
2020
Q1 		$384K Buy
2,794
+982
+54% +$137K ﹤0.01% 910
2019
Q4 		$218K Sell
1,812
-219
-11% -$26.7K ﹤0.01% 1255
2019
Q3 		$255K Buy
+2,031
New +$277K ﹤0.01% 1124

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

United Capital Financial Advisors's TEAM Position: Q2 2026 in Review

United Capital Financial Advisors opened a new position in Atlassian (TEAM) in Q2 2026: 4,316 shares worth $336K. The stake represents ﹤0.01% of the portfolio and ranks #1320 among its holdings. This is a return to the name: United Capital Financial Advisors previously reported a position in TEAM as recently as Q4 2025.

United Capital Financial Advisors first reported a position in TEAM in Q3 2019 and has held it in 25 quarters since. The position peaked at $7.02M in Q4 2021. 699 funds tracked by Wall St. Rank hold TEAM as of Q2 2026.

  • United Capital Financial Advisors held 4,316 shares of Atlassian worth $336K as of Q2 2026.
  • Atlassian was a new United Capital Financial Advisors position in Q2 2026.
  • Atlassian made up ﹤0.01% of United Capital Financial Advisors's portfolio in Q2 2026, its #1320 holding.
  • United Capital Financial Advisors first reported a position in Atlassian in Q3 2019 and has held it in 25 quarters since.
  • United Capital Financial Advisors's Atlassian position peaked at $7.02M in Q4 2021.
  • 699 funds tracked by Wall St. Rank held Atlassian as of Q2 2026.

Based on United Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.