PWMG
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Private Wealth Management Group’s Atlassian TEAM Stock Holding History

Private Wealth Management Group’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 		$28.3K Buy
158
+6
+4% +$865 0.01% 336
2026
Q2 		$11.8K Sell
152
-48
-24% -$3.92K ﹤0.01% 535
2026
Q1 		$13.6K Buy
200
+111
+125% +$10.9K ﹤0.01% 438
2025
Q4 		$14.4K Buy
89
+28
+46% +$4.39K ﹤0.01% 404
2025
Q3 		$9.7K Sell
61
-8
-12% -$1.45K ﹤0.01% 515
2025
Q2 		$14K Sell
69
-12
-15% -$2.5K ﹤0.01% 393
2025
Q1 		$17.2K Buy
81
+41
+103% +$10.8K 0.01% 331
2024
Q4 		$9.7K Hold
40
– – ﹤0.01% 481
2024
Q3 		$6.35K Sell
40
-10
-20% -$1.64K ﹤0.01% 632
2024
Q2 		$8.84K Buy
50
+3
+6% +$536 ﹤0.01% 481
2024
Q1 		$9.17K Buy
47
+23
+96% +$5.02K ﹤0.01% 429
2023
Q4 		$5.71K Buy
+24
New +$4.71K ﹤0.01% 582

Other funds holding TEAM

Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $106B AUM 2.29% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
AGF Management
AGF Management Toronto, Ontario, Canada $24.5B AUM 50.2% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Private Wealth Management Group's TEAM Position: Q3 2026 in Review

Private Wealth Management Group increased its Atlassian (TEAM) stake by 3.9% in Q3 2026, buying an estimated $865 and bringing the position to 158 shares worth $28.3K. The position accounts for 0.01% of the portfolio, ranked #336.

Private Wealth Management Group first reported a position in TEAM in Q4 2023 and has held it in 12 quarters since. 470 funds tracked by Wall St. Rank hold TEAM as of Q3 2026.

  • Private Wealth Management Group held 158 shares of Atlassian worth $28.3K as of Q3 2026.
  • Private Wealth Management Group bought 6 Atlassian shares in Q3 2026, an estimated $865.
  • Atlassian made up 0.01% of Private Wealth Management Group's portfolio in Q3 2026, its #336 holding.
  • Private Wealth Management Group first reported a position in Atlassian in Q4 2023 and has held it in 12 quarters since.
  • 470 funds tracked by Wall St. Rank held Atlassian as of Q3 2026.

Based on Private Wealth Management Group's 13F filing for Q3 2026, filed 19 Oct 2026.