Toth Financial Advisory
TEAM icon

Toth Financial Advisory’s Atlassian TEAM Stock Holding History

Toth Financial Advisory’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 		$57.4K Sell
320
-100
-24% -$14.4K 0.01% 363
2026
Q2 		$32.7K Buy
420
+10
+2% +$818 ﹤0.01% 440
2026
Q1 		$28K Buy
410
+10
+3% +$985 ﹤0.01% 439
2025
Q4 		$64.9K Hold
400
– – 0.01% 315
2025
Q3 		$63.9K Hold
400
– – 0.01% 314
2025
Q2 		$81.2K Sell
400
-2,835
-88% -$590K 0.01% 266
2025
Q1 		$686K Buy
3,235
+2,835
+709% +$748K 0.08% 141
2024
Q4 		$97.4K Hold
400
– – 0.01% 239
2024
Q3 		$63.5K Sell
400
-200
-33% -$32.9K 0.01% 269
2024
Q2 		$106K Buy
600
+100
+20% +$17.9K 0.01% 234
2024
Q1 		$97.6K Sell
500
-3,775
-88% -$823K 0.01% 239
2023
Q4 		$1.02M Buy
4,275
+664
+18% +$130K 0.14% 114
2023
Q3 		$728K Buy
3,611
+3,111
+622% +$591K 0.11% 128
2023
Q2 		$83.9K Hold
500
– – 0.01% 227
2023
Q1 		$85.6K Hold
500
– – 0.01% 229
2022
Q4 		$64.3K Hold
500
– – 0.01% 259
2022
Q3 		$105K Hold
500
– – 0.02% 207
2022
Q2 		$94K Hold
500
– – 0.02% 221
2022
Q1 		$147K Hold
500
– – 0.02% 205
2021
Q4 		$191K Hold
500
– – 0.03% 200
2021
Q3 		$196K Hold
500
– – 0.03% 198
2021
Q2 		$128K Hold
500
– – 0.02% 204
2021
Q1 		$105K Hold
500
– – 0.02% 230
2020
Q4 		$117K Hold
500
– – 0.02% 211
2020
Q3 		$91K Hold
500
– – 0.02% 212
2020
Q2 		$90K Hold
500
– – 0.02% 201
2020
Q1 		$69K Sell
500
-100
-17% -$14K 0.02% 165
2019
Q4 		$72K Hold
600
– – 0.01% 194
2019
Q3 		$75K Hold
600
– – 0.02% 203
2019
Q2 		$79K Buy
600
+500
+500% +$60.2K 0.02% 198
2019
Q1 		$11K Hold
100
– – ﹤0.01% 301
2018
Q4 		$9K Hold
100
– – ﹤0.01% 292
2018
Q3 		$10K Buy
+100
New +$7.92K ﹤0.01% 314

Other funds holding TEAM

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Artemis Investment Management
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Catalyst Private Wealth
Catalyst Private Wealth San Mateo, California $239M AUM 21.76% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Gateway Investment Advisers
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
Fisher Funds Management
Fisher Funds Management Auckland, New Zealand $3.44B AUM 17.27% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

Toth Financial Advisory's TEAM Position: Q3 2026 in Review

Toth Financial Advisory reduced its Atlassian (TEAM) stake by 24% in Q3 2026, selling an estimated $14.4K and leaving 320 shares worth $57.4K. The position accounts for 0.01% of the portfolio, ranked #363.

Toth Financial Advisory first reported a position in TEAM in Q3 2018 and has held it in 33 quarters since. The position peaked at $1.02M in Q4 2023. 170 funds tracked by Wall St. Rank hold TEAM as of Q3 2026.

  • Toth Financial Advisory held 320 shares of Atlassian worth $57.4K as of Q3 2026.
  • Toth Financial Advisory sold 100 Atlassian shares in Q3 2026, an estimated $14.4K.
  • Atlassian made up 0.01% of Toth Financial Advisory's portfolio in Q3 2026, its #363 holding.
  • Toth Financial Advisory first reported a position in Atlassian in Q3 2018 and has held it in 33 quarters since.
  • Toth Financial Advisory's Atlassian position peaked at $1.02M in Q4 2023.
  • 170 funds tracked by Wall St. Rank held Atlassian as of Q3 2026.

Based on Toth Financial Advisory's 13F filing for Q3 2026, filed 8 Oct 2026.