PWM
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Palumbo Wealth Management’s Atlassian TEAM Stock Holding History

Palumbo 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
-1,941
Closed -$315K – 235
2025
Q4 		$315K Buy
1,941
+406
+26% +$63.7K 0.08% 167
2025
Q3 		$245K Buy
1,535
+287
+23% +$51.9K 0.08% 157
2025
Q2 		$253K Sell
1,248
-2
-0.2% -$416 0.08% 158
2025
Q1 		$265K Buy
1,250
+332
+36% +$87.6K 0.09% 143
2024
Q4 		$223K Buy
+918
New +$210K 0.08% 144

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

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

Palumbo Wealth Management sold out of Atlassian (TEAM) in Q1 2026, closing a stake of 1,941 shares — an estimated $315K sold.

Palumbo Wealth Management first reported a position in TEAM in Q4 2024 and held it in 5 quarters. The position peaked at $315K in Q4 2025. 656 funds tracked by Wall St. Rank hold TEAM as of Q1 2026.

  • Palumbo Wealth Management reported no remaining Atlassian position as of Q1 2026 after selling out during the quarter.
  • Palumbo Wealth Management sold 1,941 Atlassian shares in Q1 2026, an estimated $315K.
  • Palumbo Wealth Management first reported a position in Atlassian in Q4 2024 and held it in 5 quarters.
  • Palumbo Wealth Management's Atlassian position peaked at $315K in Q4 2025.
  • 656 funds tracked by Wall St. Rank held Atlassian as of Q1 2026.

Based on Palumbo Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.