CCWM
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Cassaday & Co Wealth Management’s Atlassian TEAM Stock Holding History

Cassaday & Co 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
Q2 		$234 Sell
3
-184
-98% -$15K ﹤0.01% 1205
2026
Q1 		$12.8K Buy
+187
New +$18.4K ﹤0.01% 851

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

Cassaday & Co Wealth Management's TEAM Position: Q2 2026 in Review

Cassaday & Co Wealth Management reduced its Atlassian (TEAM) stake by 98% in Q2 2026, selling an estimated $15K and leaving 3 shares worth $234. The position accounts for ﹤0.01% of the portfolio, ranked #1205.

Cassaday & Co Wealth Management first reported a position in TEAM in Q1 2026 and has held it in 2 quarters since. The position peaked at $12.8K in Q1 2026. 699 funds tracked by Wall St. Rank hold TEAM as of Q2 2026.

  • Cassaday & Co Wealth Management held 3 shares of Atlassian worth $234 as of Q2 2026.
  • Cassaday & Co Wealth Management sold 184 Atlassian shares in Q2 2026, an estimated $15K.
  • Atlassian made up ﹤0.01% of Cassaday & Co Wealth Management's portfolio in Q2 2026, its #1205 holding.
  • Cassaday & Co Wealth Management first reported a position in Atlassian in Q1 2026 and has held it in 2 quarters since.
  • Cassaday & Co Wealth Management's Atlassian position peaked at $12.8K in Q1 2026.
  • 699 funds tracked by Wall St. Rank held Atlassian as of Q2 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.