GSWM
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Golden State Wealth Management’s Atlassian TEAM Stock Holding History

Golden State 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
Q1 		$6.83K Hold
100
– – ﹤0.01% 1164
2025
Q4 		$16.2K Buy
+100
New +$15.7K ﹤0.01% 976
2025
Q2 		– Sell
-7
Closed -$1.49K – 1660
2025
Q1 		$1.49K Hold
7
– – ﹤0.01% 1364
2024
Q4 		$1.7K Buy
+7
New +$1.6K ﹤0.01% 1273

Other funds holding TEAM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
DnB Asset Management
DnB Asset Management Oslo, Norway $28B AUM 26% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Golden State Wealth Management's TEAM Position: Q1 2026 in Review

Golden State Wealth Management held its Atlassian (TEAM) position steady in Q1 2026 at 100 shares worth $6.83K. The position accounts for ﹤0.01% of the portfolio, ranked #1164.

Golden State Wealth Management first reported a position in TEAM in Q4 2024 and has held it in 4 quarters since. The position peaked at $16.2K in Q4 2025. 650 funds tracked by Wall St. Rank hold TEAM as of Q1 2026.

  • Golden State Wealth Management held 100 shares of Atlassian worth $6.83K as of Q1 2026.
  • Golden State Wealth Management left its Atlassian share count unchanged in Q1 2026.
  • Atlassian made up ﹤0.01% of Golden State Wealth Management's portfolio in Q1 2026, its #1164 holding.
  • Golden State Wealth Management first reported a position in Atlassian in Q4 2024 and has held it in 4 quarters since.
  • Golden State Wealth Management's Atlassian position peaked at $16.2K in Q4 2025.
  • 650 funds tracked by Wall St. Rank held Atlassian as of Q1 2026.

Based on Golden State Wealth Management's 13F filing for Q1 2026, filed 28 Apr 2026.