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Waypoint Wealth Counsel’s Atlassian TEAM Stock Holding History

Waypoint Wealth Counsel’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 		– Sell
-3,988
Closed -$272K – 229
2026
Q1 		$272K Sell
3,988
-2,642
-40% -$260K 0.14% 161
2025
Q4 		$1.07M Buy
+6,630
New +$1.04M 0.39% 48
2025
Q3 		– Sell
-1,460
Closed -$297K – 293
2025
Q2 		$297K Buy
+1,460
New +$304K 0.15% 118

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 $3.37T AUM 44.26% 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

Waypoint Wealth Counsel's TEAM Position: Q2 2026 in Review

Waypoint Wealth Counsel sold out of Atlassian (TEAM) in Q2 2026, closing a stake of 3,988 shares — an estimated $272K sold.

Waypoint Wealth Counsel first reported a position in TEAM in Q2 2025 and held it in 3 quarters. The position peaked at $1.07M in Q4 2025. 699 funds tracked by Wall St. Rank hold TEAM as of Q2 2026.

  • Waypoint Wealth Counsel reported no remaining Atlassian position as of Q2 2026 after selling out during the quarter.
  • Waypoint Wealth Counsel sold 3,988 Atlassian shares in Q2 2026, an estimated $272K.
  • Waypoint Wealth Counsel first reported a position in Atlassian in Q2 2025 and held it in 3 quarters.
  • Waypoint Wealth Counsel's Atlassian position peaked at $1.07M in Q4 2025.
  • 699 funds tracked by Wall St. Rank held Atlassian as of Q2 2026.

Based on Waypoint Wealth Counsel's 13F filing for Q2 2026, filed 4 Aug 2026.