PWM
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Perigon Wealth Management’s Atlassian TEAM Stock Holding History

Perigon 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
Q2 		$505K Sell
6,494
-261
-4% -$21.3K 0.01% 895
2026
Q1 		$461K Sell
6,755
-5,640
-46% -$556K 0.01% 838
2025
Q4 		$2.01M Buy
12,395
+3,292
+36% +$517K 0.04% 372
2025
Q3 		$1.45M Buy
9,103
+1,036
+13% +$187K 0.03% 418
2025
Q2 		$1.64M Sell
8,067
-109
-1% -$22.7K 0.04% 375
2025
Q1 		$1.74M Buy
8,176
+4,387
+116% +$1.16M 0.04% 335
2024
Q4 		$963K Buy
3,789
+83
+2% +$19K 0.02% 455
2024
Q3 		$589K Buy
+3,706
New +$610K 0.02% 568
2024
Q1 		– Sell
-901
Closed -$214K – 891
2023
Q4 		$214K Buy
+901
New +$177K 0.01% 768
2022
Q1 		– Sell
-541
Closed -$206K – 647
2021
Q4 		$206K Buy
+541
New +$217K 0.01% 556
2021
Q1 		– Sell
-373
Closed -$87K – 974
2020
Q4 		$87K Buy
+373
New +$78.8K 0.01% 576

Other funds holding TEAM

BlackRock
BlackRock New York $6.73T AUM 46.02% 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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Perigon Wealth Management's TEAM Position: Q2 2026 in Review

Perigon Wealth Management reduced its Atlassian (TEAM) stake by 3.9% in Q2 2026, selling an estimated $21.3K and leaving 6,494 shares worth $505K. The position accounts for 0.01% of the portfolio, ranked #895.

Perigon Wealth Management first reported a position in TEAM in Q4 2020 and has held it in 11 quarters since. The position peaked at $2.01M in Q4 2025. 699 funds tracked by Wall St. Rank hold TEAM as of Q2 2026.

  • Perigon Wealth Management held 6,494 shares of Atlassian worth $505K as of Q2 2026.
  • Perigon Wealth Management sold 261 Atlassian shares in Q2 2026, an estimated $21.3K.
  • Atlassian made up 0.01% of Perigon Wealth Management's portfolio in Q2 2026, its #895 holding.
  • Perigon Wealth Management first reported a position in Atlassian in Q4 2020 and has held it in 11 quarters since.
  • Perigon Wealth Management's Atlassian position peaked at $2.01M in Q4 2025.
  • 699 funds tracked by Wall St. Rank held Atlassian as of Q2 2026.

Based on Perigon Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.