United Financial Planning Group’s Atlassian TEAM Stock Holding History

United Financial Planning 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	-1	Closed	-$162	–	617
2025 Q4	$162	Buy	+1	New	+$157	﹤0.01%	482

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

United Financial Planning Group's TEAM Position: Q1 2026 in Review

United Financial Planning Group sold out of Atlassian (TEAM) in Q1 2026, closing a stake of 1 share — an estimated $162 sold.

United Financial Planning Group first reported a position in TEAM in Q4 2025 and held it in 1 quarter. The position peaked at $162 in Q4 2025. 656 funds tracked by Wall St. Rank hold TEAM as of Q1 2026.

United Financial Planning Group reported no remaining Atlassian position as of Q1 2026 after selling out during the quarter.
United Financial Planning Group sold 1 Atlassian share in Q1 2026, an estimated $162.
United Financial Planning Group first reported a position in Atlassian in Q4 2025 and held it in 1 quarter.
United Financial Planning Group's Atlassian position peaked at $162 in Q4 2025.
656 funds tracked by Wall St. Rank held Atlassian as of Q1 2026.

Based on United Financial Planning Group's 13F filing for Q1 2026, filed 8 May 2026.