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Catalyst Private Wealth’s Atlassian TEAM Stock Holding History

Catalyst Private Wealth’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 		$8.25M Sell
106,088
-92
-0.1% -$7.52K 3.99% 6
2026
Q1 		$7.25M Sell
106,180
-133,841
-56% -$13.2M 3.93% 5
2025
Q4 		$38.9M Sell
240,021
-127
-0.1% -$19.9K 17% 1
2025
Q3 		$38.4M Buy
240,148
+140
+0.1% +$25.3K 16.84% 1
2025
Q2 		$48.7M Buy
240,008
+49
+0% +$10.2K 21.69% 1
2025
Q1 		$50.9M Sell
239,959
-13
-0% -$3.43K 24.8% 1
2024
Q4 		$58.4M Sell
239,972
-65
-0% -$14.9K 26% 1
2024
Q3 		$38.1M Buy
240,037
+154
+0.1% +$25.3K 18.69% 1
2024
Q2 		$42.4M Sell
239,883
-128
-0.1% -$22.9K 22.45% 1
2024
Q1 		$46.8M Sell
240,011
-37
-0% -$8.07K 24.53% 1
2023
Q4 		$57.1M Sell
240,048
-27
-0% -$5.3K 26.82% 1
2023
Q3 		$48.4M Hold
240,075
– – 28.6% 1
2023
Q2 		$40.3M Buy
240,075
+15
+0% +$2.4K 25.26% 1
2023
Q1 		$41.1M Buy
240,060
+23
+0% +$3.67K 28.4% 1
2022
Q4 		$30.9M Buy
240,037
+37
+0% +$5.89K 25.11% 1
2022
Q3 		$50.5M Buy
240,000
+57
+0% +$13.3K 38.17% 1
2022
Q2 		$45M Buy
239,943
+59
+0% +$12.6K 31.83% 1
2022
Q1 		$70.5M Hold
239,884
– – 35.25% 1
2021
Q4 		$91.5M Sell
239,884
-5
-0% -$2.01K 39.39% 1
2021
Q3 		$93.9M Hold
239,889
– – 40.24% 1
2021
Q2 		$61.6M Hold
239,889
– – 34.09% 1
2021
Q1 		$50.6M Buy
239,889
+5
+0% +$1.16K 35.53% 1
2020
Q4 		$56.1M Sell
239,884
-30,300
-11% -$6.4M 49.19% 1
2020
Q3 		$49.1M Buy
+270,184
New +$48.2M 47.7% 1

Other funds holding TEAM

Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
FFM
Fisher Funds Management Auckland, New Zealand $3.52B AUM 17.59% 1-Year Est. Return
PCM
Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
DSAM
Dock Street Asset Management Palm Beach, Florida $1.08B AUM 23.07% 1-Year Est. Return
OAM
OP Asset Management Helsinki $9.38B AUM 42.35% 1-Year Est. Return

Catalyst Private Wealth's TEAM Position: Q2 2026 in Review

Catalyst Private Wealth reduced its Atlassian (TEAM) stake by 0.09% in Q2 2026, selling an estimated $7.52K and leaving 106,088 shares worth $8.25M. The position accounts for 3.99% of the portfolio, ranked #6.

Catalyst Private Wealth first reported a position in TEAM in Q3 2020 and has held it in 24 quarters since. The position peaked at $93.9M in Q3 2021. 223 funds tracked by Wall St. Rank hold TEAM as of Q2 2026.

  • Catalyst Private Wealth held 106,088 shares of Atlassian worth $8.25M as of Q2 2026.
  • Catalyst Private Wealth sold 92 Atlassian shares in Q2 2026, an estimated $7.52K.
  • Atlassian made up 3.99% of Catalyst Private Wealth's portfolio in Q2 2026, its #6 holding.
  • Catalyst Private Wealth first reported a position in Atlassian in Q3 2020 and has held it in 24 quarters since.
  • Catalyst Private Wealth's Atlassian position peaked at $93.9M in Q3 2021.
  • 223 funds tracked by Wall St. Rank held Atlassian as of Q2 2026.

Based on Catalyst Private Wealth's 13F filing for Q2 2026, filed 21 Jul 2026.