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
Q2 		$11.8K Sell
152
-48
-24% -$3.92K ﹤0.01% 535
2026
Q1 		$13.7K Buy
200
+111
+125% +$10.9K ﹤0.01% 438
2025
Q4 		$14.4K Buy
89
+28
+46% +$4.39K ﹤0.01% 404
2025
Q3 		$9.74K 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 		$9.74K Hold
40
– – ﹤0.01% 481
2024
Q3 		$6.35K Sell
40
-10
-20% -$1.65K ﹤0.01% 632
2024
Q2 		$8.84K Buy
50
+3
+6% +$536 ﹤0.01% 481
2024
Q1 		$9.17K Buy
47
+23
+96% +$5.01K ﹤0.01% 429
2023
Q4 		$5.71K Buy
+24
New +$4.71K ﹤0.01% 582

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

Private Wealth Management Group's TEAM Position: Q2 2026 in Review

Private Wealth Management Group reduced its Atlassian (TEAM) stake by 24% in Q2 2026, selling an estimated $3.92K and leaving 152 shares worth $11.8K. The position accounts for ﹤0.01% of the portfolio, ranked #535.

Private Wealth Management Group first reported a position in TEAM in Q4 2023 and has held it in 11 quarters since. The position peaked at $17.2K in Q1 2025. 699 funds tracked by Wall St. Rank hold TEAM as of Q2 2026.

  • Private Wealth Management Group held 152 shares of Atlassian worth $11.8K as of Q2 2026.
  • Private Wealth Management Group sold 48 Atlassian shares in Q2 2026, an estimated $3.92K.
  • Atlassian made up ﹤0.01% of Private Wealth Management Group's portfolio in Q2 2026, its #535 holding.
  • Private Wealth Management Group first reported a position in Atlassian in Q4 2023 and has held it in 11 quarters since.
  • Private Wealth Management Group's Atlassian position peaked at $17.2K in Q1 2025.
  • 699 funds tracked by Wall St. Rank held Atlassian as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.