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Advocacy Wealth Management Services’s Atlassian TEAM Stock Holding History

Advocacy Wealth Management Services’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 		$1.09M Buy
13,982
+4
+0% +$327 0.04% 100
2026
Q1 		$954K Buy
13,978
+9,063
+184% +$893K 0.04% 101
2025
Q4 		$797K Sell
4,915
-280
-5% -$43.9K 0.03% 110
2025
Q3 		$830K Buy
+5,195
New +$940K 0.04% 111

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

Advocacy Wealth Management Services's TEAM Position: Q2 2026 in Review

Advocacy Wealth Management Services increased its Atlassian (TEAM) stake by 0.03% in Q2 2026, buying an estimated $327 and bringing the position to 13,982 shares worth $1.09M. The position accounts for 0.04% of the portfolio, ranked #100.

Advocacy Wealth Management Services first reported a position in TEAM in Q3 2025 and has held it in 4 quarters since. 695 funds tracked by Wall St. Rank hold TEAM as of Q2 2026.

  • Advocacy Wealth Management Services held 13,982 shares of Atlassian worth $1.09M as of Q2 2026.
  • Advocacy Wealth Management Services bought 4 Atlassian shares in Q2 2026, an estimated $327.
  • Atlassian made up 0.04% of Advocacy Wealth Management Services's portfolio in Q2 2026, its #100 holding.
  • Advocacy Wealth Management Services first reported a position in Atlassian in Q3 2025 and has held it in 4 quarters since.
  • 695 funds tracked by Wall St. Rank held Atlassian as of Q2 2026.

Based on Advocacy Wealth Management Services's 13F filing for Q2 2026, filed 29 Jul 2026.