Axxcess Wealth Management
TEAM icon

Axxcess Wealth Management’s Atlassian TEAM Stock Holding History

Axxcess 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 		– Sell
-3,229
Closed -$251K – 1221
2026
Q2 		$251K Buy
+3,229
New +$264K ﹤0.01% 914
2022
Q1 		– Sell
-648
Closed -$247K – 701
2021
Q4 		$247K Buy
+648
New +$260K 0.02% 537

Other funds holding TEAM

WCM Investment Management
WCM Investment Management Laguna Beach, California $59.1B AUM 41.96% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $106B AUM 2.29% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
AGF Management
AGF Management Toronto, Ontario, Canada $24.5B AUM 50.2% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $57.2B AUM 42.49% 1-Year Est. Return

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

Axxcess Wealth Management sold out of Atlassian (TEAM) in Q3 2026, closing a stake of 3,229 shares — an estimated $251K sold.

Axxcess Wealth Management first reported a position in TEAM in Q4 2021 and held it in 2 quarters. The position peaked at $251K in Q2 2026. 509 funds tracked by Wall St. Rank hold TEAM as of Q3 2026.

  • Axxcess Wealth Management reported no remaining Atlassian position as of Q3 2026 after selling out during the quarter.
  • Axxcess Wealth Management sold 3,229 Atlassian shares in Q3 2026, an estimated $251K.
  • Axxcess Wealth Management first reported a position in Atlassian in Q4 2021 and held it in 2 quarters.
  • Axxcess Wealth Management's Atlassian position peaked at $251K in Q2 2026.
  • 509 funds tracked by Wall St. Rank held Atlassian as of Q3 2026.

Based on Axxcess Wealth Management's 13F filing for Q3 2026, filed 21 Oct 2026.