PJWM
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Philip James Wealth Mangement’s Atlassian TEAM Stock Holding History

Philip James Wealth Mangement’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
-2,221
Closed -$360K – 169
2025
Q4 		$360K Buy
2,221
+99
+5% +$15.5K 0.04% 138
2025
Q3 		$339K Buy
+2,122
New +$384K 0.04% 143

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

Philip James Wealth Mangement's TEAM Position: Q1 2026 in Review

Philip James Wealth Mangement sold out of Atlassian (TEAM) in Q1 2026, closing a stake of 2,221 shares — an estimated $360K sold.

Philip James Wealth Mangement first reported a position in TEAM in Q3 2025 and held it in 2 quarters. The position peaked at $360K in Q4 2025. 654 funds tracked by Wall St. Rank hold TEAM as of Q1 2026.

  • Philip James Wealth Mangement reported no remaining Atlassian position as of Q1 2026 after selling out during the quarter.
  • Philip James Wealth Mangement sold 2,221 Atlassian shares in Q1 2026, an estimated $360K.
  • Philip James Wealth Mangement first reported a position in Atlassian in Q3 2025 and held it in 2 quarters.
  • Philip James Wealth Mangement's Atlassian position peaked at $360K in Q4 2025.
  • 654 funds tracked by Wall St. Rank held Atlassian as of Q1 2026.

Based on Philip James Wealth Mangement's 13F filing for Q1 2026, filed 28 Apr 2026.