Accurate Wealth Management
TEAM icon

Accurate Wealth Management’s Atlassian TEAM Stock Holding History

Accurate 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 		$320K Sell
1,536
-1,006
-40% -$145K 0.03% 465
2026
Q2 		$226K Buy
+2,542
New +$208K 0.02% 523
2023
Q1 		– Sell
-141
Closed -$18.6K – 1319
2022
Q4 		$18.6K Buy
+141
New +$22.4K 0.01% 701

Other funds holding TEAM

Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
AGF Management
AGF Management Toronto, Ontario, Canada $24.5B AUM 50.2% 1-Year Est. Return
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
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

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

Accurate Wealth Management reduced its Atlassian (TEAM) stake by 40% in Q3 2026, selling an estimated $145K and leaving 1,536 shares worth $320K. The position accounts for 0.03% of the portfolio, ranked #465.

Accurate Wealth Management first reported a position in TEAM in Q4 2022 and has held it in 3 quarters since. 361 funds tracked by Wall St. Rank hold TEAM as of Q3 2026.

  • Accurate Wealth Management held 1,536 shares of Atlassian worth $320K as of Q3 2026.
  • Accurate Wealth Management sold 1,006 Atlassian shares in Q3 2026, an estimated $145K.
  • Atlassian made up 0.03% of Accurate Wealth Management's portfolio in Q3 2026, its #465 holding.
  • Accurate Wealth Management first reported a position in Atlassian in Q4 2022 and has held it in 3 quarters since.
  • 361 funds tracked by Wall St. Rank held Atlassian as of Q3 2026.

Based on Accurate Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.