True Wealth Design
TEAM icon

True Wealth Design’s Atlassian TEAM Stock Holding History

True Wealth Design’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 		$418K Buy
2,329
+194
+9% +$28K 0.1% 52
2026
Q2 		$166K Buy
2,135
+1,236
+137% +$101K 0.04% 143
2026
Q1 		$61.4K Sell
899
-796
-47% -$78.4K 0.02% 346
2025
Q4 		$275K Buy
1,695
+1,182
+230% +$185K 0.08% 53
2025
Q3 		$81.9K Buy
513
+210
+69% +$38K 0.03% 203
2025
Q2 		$61.5K Sell
303
-247
-45% -$51.4K 0.02% 174
2025
Q1 		$117K Buy
550
+268
+95% +$70.7K 0.04% 74
2024
Q4 		$68.6K Buy
282
+50
+22% +$11.4K 0.03% 114
2024
Q3 		$36.8K Buy
232
+231
+23,100% +$38K 0.01% 198
2024
Q2 		$177 Sell
1
-1
-50% -$179 ﹤0.01% 755
2024
Q1 		$391 Buy
2
+1
+100% +$218 ﹤0.01% 670
2023
Q4 		$238 Hold
1
– – ﹤0.01% 654
2023
Q3 		$202 Hold
1
– – ﹤0.01% 639
2023
Q2 		$168 Hold
1
– – ﹤0.01% 675
2023
Q1 		$172 Hold
1
– – ﹤0.01% 750
2022
Q4 		$129 Buy
+1
New +$159 ﹤0.01% 718

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
EULAV Asset Management
EULAV Asset Management Sarasota, Florida $2.77B AUM 18.47% 1-Year Est. Return

True Wealth Design's TEAM Position: Q3 2026 in Review

True Wealth Design increased its Atlassian (TEAM) stake by 9.1% in Q3 2026, buying an estimated $28K and bringing the position to 2,329 shares worth $418K. The position accounts for 0.1% of the portfolio, ranked #52.

True Wealth Design first reported a position in TEAM in Q4 2022 and has held it in 16 quarters since. 186 funds tracked by Wall St. Rank hold TEAM as of Q3 2026.

  • True Wealth Design held 2,329 shares of Atlassian worth $418K as of Q3 2026.
  • True Wealth Design bought 194 Atlassian shares in Q3 2026, an estimated $28K.
  • Atlassian made up 0.1% of True Wealth Design's portfolio in Q3 2026, its #52 holding.
  • True Wealth Design first reported a position in Atlassian in Q4 2022 and has held it in 16 quarters since.
  • 186 funds tracked by Wall St. Rank held Atlassian as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.