Wealth Architects
TEAM icon

Wealth Architects’s Atlassian TEAM Stock Holding History

Wealth Architects’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 		$209K Buy
+1,167
New +$168K 0.02% 252
2025
Q3 		– Sell
-1,097
Closed -$223K – 241
2025
Q2 		$223K Sell
1,097
-31
-3% -$6.46K 0.02% 203
2025
Q1 		$239K Buy
1,128
+61
+6% +$16.1K 0.03% 201
2024
Q4 		$260K Buy
+1,067
New +$244K 0.03% 182
2024
Q2 		– Sell
-1,094
Closed -$213K – 219
2024
Q1 		$213K Sell
1,094
-20
-2% -$4.36K 0.03% 195
2023
Q4 		$265K Buy
1,114
+2
+0.2% +$393 0.04% 163
2023
Q3 		$224K Buy
+1,112
New +$211K 0.04% 168
2023
Q2 		– Sell
-1,221
Closed -$209K – 200
2023
Q1 		$209K Buy
+1,221
New +$195K 0.04% 174
2022
Q4 		– Sell
-1,210
Closed -$255K – 183
2022
Q3 		$255K Buy
1,210
+127
+12% +$29.7K 0.05% 142
2022
Q2 		$203K Sell
1,083
-9
-0.8% -$1.92K 0.04% 171
2022
Q1 		$321K Buy
1,092
+5
+0.5% +$1.49K 0.05% 150
2021
Q4 		$415K Buy
1,087
+4
+0.4% +$1.61K 0.07% 127
2021
Q3 		$424K Sell
1,083
-1
-0.1% -$334 0.08% 112
2021
Q2 		$279K Buy
1,084
+44
+4% +$10.3K 0.05% 138
2021
Q1 		$219K Buy
1,040
+3
+0.3% +$698 0.05% 151
2020
Q4 		$243K Buy
+1,037
New +$219K 0.06% 134

Other funds holding TEAM

WCM Investment Management
WCM Investment Management Laguna Beach, California $59.1B AUM 41.96% 1-Year Est. Return
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
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $57.2B AUM 42.49% 1-Year Est. Return

Wealth Architects's TEAM Position: Q3 2026 in Review

Wealth Architects opened a new position in Atlassian (TEAM) in Q3 2026: 1,167 shares worth $209K. The stake represents 0.02% of the portfolio and ranks #252 among its holdings. This is a return to the name: Wealth Architects previously reported a position in TEAM as recently as Q2 2025.

Wealth Architects first reported a position in TEAM in Q4 2020 and has held it in 16 quarters since. The position peaked at $424K in Q3 2021. 494 funds tracked by Wall St. Rank hold TEAM as of Q3 2026.

  • Wealth Architects held 1,167 shares of Atlassian worth $209K as of Q3 2026.
  • Atlassian was a new Wealth Architects position in Q3 2026.
  • Atlassian made up 0.02% of Wealth Architects's portfolio in Q3 2026, its #252 holding.
  • Wealth Architects first reported a position in Atlassian in Q4 2020 and has held it in 16 quarters since.
  • Wealth Architects's Atlassian position peaked at $424K in Q3 2021.
  • 494 funds tracked by Wall St. Rank held Atlassian as of Q3 2026.

Based on Wealth Architects's 13F filing for Q3 2026, filed 3 Nov 2026.