Navigoe Wealth Management’s Atlassian TEAM Stock Holding History

Navigoe 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	–	Sell	-59	Closed	-$9K	–	261
2025 Q4	$9K	Hold	59	–	–	0.01%	158
2025 Q3	$9K	Buy	+59	New	+$10.7K	0.01%	158

Other funds holding TEAM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Oslo, Norway $28B AUM 26% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Navigoe Wealth Management's TEAM Position: Q1 2026 in Review

Navigoe Wealth Management sold out of Atlassian (TEAM) in Q1 2026, closing a stake of 59 shares — an estimated $9K sold.

Navigoe Wealth Management first reported a position in TEAM in Q3 2025 and held it in 2 quarters. The position peaked at $9K in Q4 2025. 650 funds tracked by Wall St. Rank hold TEAM as of Q1 2026.

Navigoe Wealth Management reported no remaining Atlassian position as of Q1 2026 after selling out during the quarter.
Navigoe Wealth Management sold 59 Atlassian shares in Q1 2026, an estimated $9K.
Navigoe Wealth Management first reported a position in Atlassian in Q3 2025 and held it in 2 quarters.
Navigoe Wealth Management's Atlassian position peaked at $9K in Q4 2025.
650 funds tracked by Wall St. Rank held Atlassian as of Q1 2026.

Based on Navigoe Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.