Able Wealth Management
TEAM icon

Able Wealth Management’s Atlassian TEAM Stock Holding History

Able Wealth Management’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 		$337K Buy
+1,712
New +$247K 0.07% 98
2024
Q1 		– Sell
-5
Closed -$1.19K – 520
2023
Q4 		$1.19K Buy
+5
New +$982 ﹤0.01% 502

Other funds holding TEAM

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Artemis Investment Management
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Catalyst Private Wealth
Catalyst Private Wealth San Mateo, California $239M AUM 21.76% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Gateway Investment Advisers
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
Fisher Funds Management
Fisher Funds Management Auckland, New Zealand $3.44B AUM 17.27% 1-Year Est. Return
EULAV Asset Management
EULAV Asset Management Sarasota, Florida $2.77B AUM 18.47% 1-Year Est. Return

Able Wealth Management's TEAM Position: Q3 2026 in Review

Able Wealth Management opened a new position in Atlassian (TEAM) in Q3 2026: 1,712 shares worth $337K. The stake represents 0.07% of the portfolio and ranks #98 among its holdings. This is a return to the name: Able Wealth Management previously reported a position in TEAM as recently as Q4 2023.

Able Wealth Management first reported a position in TEAM in Q4 2023 and has held it in 2 quarters since. 207 funds tracked by Wall St. Rank hold TEAM as of Q3 2026.

  • Able Wealth Management held 1,712 shares of Atlassian worth $337K as of Q3 2026.
  • Atlassian was a new Able Wealth Management position in Q3 2026.
  • Atlassian made up 0.07% of Able Wealth Management's portfolio in Q3 2026, its #98 holding.
  • Able Wealth Management first reported a position in Atlassian in Q4 2023 and has held it in 2 quarters since.
  • 207 funds tracked by Wall St. Rank held Atlassian as of Q3 2026.

Based on Able Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.