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Elevation Wealth Partners’s Atlassian TEAM Stock Holding History

Elevation Wealth Partners’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 		$97.7K Buy
545
+43
+9% +$6.2K 0.03% 207
2026
Q2 		$39.1K Buy
+502
New +$41.1K 0.01% 368
2025
Q4 		– Sell
-4
Closed -$639 – 1022
2025
Q3 		$639 Buy
+4
New +$724 ﹤0.01% 792

Other funds holding TEAM

AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
JWS
Juncture Wealth Strategies Scottsdale, Arizona $390M AUM 19.15% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
GAA
Green Alpha Advisors Niwot, Colorado $148M AUM 98.22% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Elevation Wealth Partners's TEAM Position: Q3 2026 in Review

Elevation Wealth Partners increased its Atlassian (TEAM) stake by 8.6% in Q3 2026, buying an estimated $6.2K and bringing the position to 545 shares worth $97.7K. The position accounts for 0.03% of the portfolio, ranked #207.

Elevation Wealth Partners first reported a position in TEAM in Q3 2025 and has held it in 3 quarters since. 21 funds tracked by Wall St. Rank hold TEAM as of Q3 2026.

  • Elevation Wealth Partners held 545 shares of Atlassian worth $97.7K as of Q3 2026.
  • Elevation Wealth Partners bought 43 Atlassian shares in Q3 2026, an estimated $6.2K.
  • Atlassian made up 0.03% of Elevation Wealth Partners's portfolio in Q3 2026, its #207 holding.
  • Elevation Wealth Partners first reported a position in Atlassian in Q3 2025 and has held it in 3 quarters since.
  • 21 funds tracked by Wall St. Rank held Atlassian as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.