Aaron Wealth Advisors’s Atlassian TEAM Stock Holding History

Aaron Wealth 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 Q3	$524K	Buy	+2,920	New	+$421K	0.03%	429
2025 Q2	–	Sell	-944	Closed	-$200K	–	520
2025 Q1	$200K	Buy	944 +9	+1%	+$2.38K	0.02%	437
2024 Q4	$228K	Buy	+935	New	+$214K	0.03%	403
2022 Q4	–	Sell	-10,493	Closed	-$2.21M	–	274
2022 Q3	$2.21M	Buy	+10,493	New	+$2.45M	0.41%	49
2022 Q2	–	Sell	-302	Closed	-$88.7K	–	776
2022 Q1	$88.7K	Buy	+302	New	+$90.2K	0.02%	294

Other funds holding TEAM

Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

CPW

Catalyst Private Wealth San Mateo, California $239M AUM 21.76% 1-Year Est. Return

Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return

FFM

Fisher Funds Management Auckland, New Zealand $3.44B AUM 17.27% 1-Year Est. Return

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

SMH

Sanders Morris Harris Houston, Texas $755M AUM 11.28% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return

NAM

NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return

Aaron Wealth Advisors's TEAM Position: Q3 2026 in Review

Aaron Wealth Advisors opened a new position in Atlassian (TEAM) in Q3 2026: 2,920 shares worth $524K. The stake represents 0.03% of the portfolio and ranks #429 among its holdings. This is a return to the name: Aaron Wealth Advisors previously reported a position in TEAM as recently as Q1 2025.

Aaron Wealth Advisors first reported a position in TEAM in Q1 2022 and has held it in 5 quarters since. The position peaked at $2.21M in Q3 2022. 63 funds tracked by Wall St. Rank hold TEAM as of Q3 2026.

Aaron Wealth Advisors held 2,920 shares of Atlassian worth $524K as of Q3 2026.
Atlassian was a new Aaron Wealth Advisors position in Q3 2026.
Atlassian made up 0.03% of Aaron Wealth Advisors's portfolio in Q3 2026, its #429 holding.
Aaron Wealth Advisors first reported a position in Atlassian in Q1 2022 and has held it in 5 quarters since.
Aaron Wealth Advisors's Atlassian position peaked at $2.21M in Q3 2022.
63 funds tracked by Wall St. Rank held Atlassian as of Q3 2026.

Based on Aaron Wealth Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.