Carson Wealth (CWM LLC)
TEAM icon

Carson Wealth (CWM LLC)’s Atlassian TEAM Stock Holding History

Carson Wealth (CWM LLC)’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
Q1 		$6.7M Sell
98,230
-85,796
-47% -$8.45M 0.02% 696
2025
Q4 		$29.8M Buy
184,026
+139,811
+316% +$21.9M 0.08% 218
2025
Q3 		$7.06M Buy
44,215
+17,794
+67% +$3.22M 0.02% 593
2025
Q2 		$5.37M Buy
26,421
+1,284
+5% +$267K 0.02% 562
2025
Q1 		$5.33M Buy
25,137
+13,248
+111% +$3.5M 0.02% 513
2024
Q4 		$2.89M Buy
11,889
+4,014
+51% +$919K 0.01% 646
2024
Q3 		$1.25M Buy
7,875
+5,750
+271% +$946K 0.01% 904
2024
Q2 		$376K Buy
2,125
+19
+0.9% +$3.4K ﹤0.01% 1299
2024
Q1 		$411K Buy
2,106
+82
+4% +$17.9K ﹤0.01% 1208
2023
Q4 		$481K Sell
2,024
-4
-0.2% -$785 ﹤0.01% 1076
2023
Q3 		$409K Buy
2,028
+771
+61% +$146K ﹤0.01% 1046
2023
Q2 		$211K Buy
1,257
+539
+75% +$86.3K ﹤0.01% 1227
2023
Q1 		$123K Sell
718
-36
-5% -$5.74K ﹤0.01% 1388
2022
Q4 		$97K Sell
754
-155
-17% -$24.7K ﹤0.01% 1396
2022
Q3 		$191K Buy
909
+490
+117% +$114K ﹤0.01% 1076
2022
Q2 		$79K Buy
419
+75
+22% +$16K ﹤0.01% 1414
2022
Q1 		$101K Buy
344
+251
+270% +$75K ﹤0.01% 1322
2021
Q4 		$35K Buy
+93
New +$37.4K ﹤0.01% 1725
2021
Q2 		$14K Hold
54
– – ﹤0.01% 1966
2021
Q1 		$14K Hold
54
– – ﹤0.01% 1966
2020
Q4 		$14K Hold
54
– – ﹤0.01% 1966
2020
Q3 		$14K Hold
54
– – ﹤0.01% 1966
2020
Q2 		$14K Hold
54
– – ﹤0.01% 1966
2020
Q1 		$14K Hold
54
– – ﹤0.01% 1966
2019
Q4 		$14K Hold
54
– – ﹤0.01% 1966
2019
Q3 		$14K Hold
54
– – ﹤0.01% 1965
2019
Q2 		$14K Hold
54
– – ﹤0.01% 1965
2019
Q1 		$14K Buy
54
+47
+671% +$4.8K ﹤0.01% 1964
2018
Q4 		$1K Buy
+7
New +$555 ﹤0.01% 1993

Other funds holding TEAM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 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
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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Carson Wealth (CWM LLC)'s TEAM Position: Q1 2026 in Review

Carson Wealth (CWM LLC) reduced its Atlassian (TEAM) stake by 47% in Q1 2026, selling an estimated $8.45M and leaving 98,230 shares worth $6.7M. The position accounts for 0.02% of the portfolio, ranked #696.

Carson Wealth (CWM LLC) first reported a position in TEAM in Q4 2018 and has held it in 29 quarters since. The position peaked at $29.8M in Q4 2025. 656 funds tracked by Wall St. Rank hold TEAM as of Q1 2026.

  • Carson Wealth (CWM LLC) held 98,230 shares of Atlassian worth $6.7M as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 85,796 Atlassian shares in Q1 2026, an estimated $8.45M.
  • Atlassian made up 0.02% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #696 holding.
  • Carson Wealth (CWM LLC) first reported a position in Atlassian in Q4 2018 and has held it in 29 quarters since.
  • Carson Wealth (CWM LLC)'s Atlassian position peaked at $29.8M in Q4 2025.
  • 656 funds tracked by Wall St. Rank held Atlassian as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.