LWAM
TEAM icon

Legacy Wealth Asset Management’s Atlassian TEAM Stock Holding History

Legacy Wealth Asset 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 		– Sell
-3,145
Closed -$510K – 397
2025
Q4 		$510K Buy
3,145
+37
+1% +$5.81K 0.13% 255
2025
Q3 		$496K Buy
3,108
+60
+2% +$10.9K 0.12% 260
2025
Q2 		$619K Buy
3,048
+50
+2% +$10.4K 0.16% 206
2025
Q1 		$636K Sell
2,998
-169
-5% -$44.6K 0.18% 190
2024
Q4 		$771K Sell
3,167
-261
-8% -$59.8K 0.21% 130
2024
Q3 		$544K Buy
3,428
+70
+2% +$11.5K 0.15% 228
2024
Q2 		$594K Buy
3,358
+4
+0.1% +$715 0.17% 193
2024
Q1 		$654K Buy
3,354
+259
+8% +$56.5K 0.18% 165
2023
Q4 		$736K Buy
3,095
+43
+1% +$8.44K 0.24% 128
2023
Q3 		$615K Sell
3,052
-7,204
-70% -$1.37M 0.23% 148
2023
Q2 		$1.72M Buy
10,256
+12
+0.1% +$1.92K 0.6% 38
2023
Q1 		$1.75M Buy
10,244
+50
+0.5% +$7.98K 0.63% 32
2022
Q4 		$1.31M Buy
+10,194
New +$1.62M 0.5% 53
2022
Q3 		– Sell
-3,095
Closed -$580K – 363
2022
Q2 		$580K Buy
3,095
+54
+2% +$11.5K 0.24% 154
2022
Q1 		$894K Buy
3,041
+477
+19% +$142K 0.32% 125
2021
Q4 		$978K Buy
2,564
+983
+62% +$395K 0.33% 114
2021
Q3 		$619K Buy
+1,581
New +$528K 0.28% 140

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

Legacy Wealth Asset Management's TEAM Position: Q1 2026 in Review

Legacy Wealth Asset Management sold out of Atlassian (TEAM) in Q1 2026, closing a stake of 3,145 shares — an estimated $510K sold.

Legacy Wealth Asset Management first reported a position in TEAM in Q3 2021 and held it in 17 quarters. The position peaked at $1.75M in Q1 2023. 656 funds tracked by Wall St. Rank hold TEAM as of Q1 2026.

  • Legacy Wealth Asset Management reported no remaining Atlassian position as of Q1 2026 after selling out during the quarter.
  • Legacy Wealth Asset Management sold 3,145 Atlassian shares in Q1 2026, an estimated $510K.
  • Legacy Wealth Asset Management first reported a position in Atlassian in Q3 2021 and held it in 17 quarters.
  • Legacy Wealth Asset Management's Atlassian position peaked at $1.75M in Q1 2023.
  • 656 funds tracked by Wall St. Rank held Atlassian as of Q1 2026.

Based on Legacy Wealth Asset Management's 13F filing for Q1 2026, filed 8 Apr 2026.