TWD
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
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

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

True Wealth Design's TEAM Position: Q2 2026 in Review

True Wealth Design increased its Atlassian (TEAM) stake by 137% in Q2 2026, buying an estimated $101K and bringing the position to 2,135 shares worth $166K. The position accounts for 0.04% of the portfolio, ranked #143.

True Wealth Design first reported a position in TEAM in Q4 2022 and has held it in 15 quarters since. The position peaked at $275K in Q4 2025. 697 funds tracked by Wall St. Rank hold TEAM as of Q2 2026.

  • True Wealth Design held 2,135 shares of Atlassian worth $166K as of Q2 2026.
  • True Wealth Design bought 1,236 Atlassian shares in Q2 2026, an estimated $101K.
  • Atlassian made up 0.04% of True Wealth Design's portfolio in Q2 2026, its #143 holding.
  • True Wealth Design first reported a position in Atlassian in Q4 2022 and has held it in 15 quarters since.
  • True Wealth Design's Atlassian position peaked at $275K in Q4 2025.
  • 697 funds tracked by Wall St. Rank held Atlassian as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.