LWA
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LifeGoal Wealth Advisors’s Atlassian TEAM Stock Holding History

LifeGoal Wealth Advisors’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 		$460K Buy
+2,566
New +$370K 0.14% 91

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
RA
Riversedge Advisors Wilmington, Delaware $813M AUM 18.09% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 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
RL
Retireful LLC Haslett, Michigan $116M AUM 162.56% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

LifeGoal Wealth Advisors's TEAM Position: Q3 2026 in Review

LifeGoal Wealth Advisors opened a new position in Atlassian (TEAM) in Q3 2026: 2,566 shares worth $460K. The stake represents 0.14% of the portfolio and ranks #91 among its holdings.

27 funds tracked by Wall St. Rank hold TEAM as of Q3 2026.

  • LifeGoal Wealth Advisors held 2,566 shares of Atlassian worth $460K as of Q3 2026.
  • Atlassian was a new LifeGoal Wealth Advisors position in Q3 2026.
  • Atlassian made up 0.14% of LifeGoal Wealth Advisors's portfolio in Q3 2026, its #91 holding.
  • 27 funds tracked by Wall St. Rank held Atlassian as of Q3 2026.

Based on LifeGoal Wealth Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.