Wealth Enhancement Advisory Services
TEAM icon

Wealth Enhancement Advisory Services’s Atlassian TEAM Stock Holding History

Wealth Enhancement Advisory Services’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 		$11.9M Buy
146,438
+81,641
+126% +$6.68M 0.02% 604
2026
Q1 		$4.02M Sell
64,797
-45,853
-41% -$4.52M 0.01% 1005
2025
Q4 		$17.6M Buy
110,650
+84,778
+328% +$13.3M 0.02% 513
2025
Q3 		$3.88M Buy
25,872
+5,007
+24% +$906K 0.01% 1082
2025
Q2 		$4.46M Sell
20,865
-542
-3% -$113K 0.01% 951
2025
Q1 		$4.54M Buy
21,407
+8,840
+70% +$2.33M 0.01% 873
2024
Q4 		$3.06M Buy
12,567
+4,837
+63% +$1.11M 0.01% 990
2024
Q3 		$1.23M Buy
7,730
+3,797
+97% +$625K ﹤0.01% 1290
2024
Q2 		$696K Sell
3,933
-632
-14% -$113K ﹤0.01% 1453
2024
Q1 		$891K Sell
4,565
-489
-10% -$107K ﹤0.01% 1291
2023
Q4 		$1.2M Buy
5,054
+235
+5% +$46.1K ﹤0.01% 1091
2023
Q3 		$971K Buy
+4,819
New +$915K ﹤0.01% 1109
2022
Q3 		– Sell
-6,749
Closed -$1.45M – 381
2022
Q2 		$1.45M Sell
6,749
-2,669
-28% -$570K 0.02% 224
2022
Q1 		$2.98M Buy
9,418
+564
+6% +$168K 0.04% 166
2021
Q4 		$2.78M Buy
+8,854
New +$3.56M 0.04% 150
2019
Q4 		– Sell
-6,849
Closed -$873K – 234
2019
Q3 		$873K Buy
+6,849
New +$933K 0.04% 172

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

Wealth Enhancement Advisory Services's TEAM Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its Atlassian (TEAM) stake by 126% in Q2 2026, buying an estimated $6.68M and bringing the position to 146,438 shares worth $11.9M. The position accounts for 0.02% of the portfolio, ranked #604.

Wealth Enhancement Advisory Services first reported a position in TEAM in Q3 2019 and has held it in 16 quarters since. The position peaked at $17.6M in Q4 2025. 699 funds tracked by Wall St. Rank hold TEAM as of Q2 2026.

  • Wealth Enhancement Advisory Services held 146,438 shares of Atlassian worth $11.9M as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 81,641 Atlassian shares in Q2 2026, an estimated $6.68M.
  • Atlassian made up 0.02% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #604 holding.
  • Wealth Enhancement Advisory Services first reported a position in Atlassian in Q3 2019 and has held it in 16 quarters since.
  • Wealth Enhancement Advisory Services's Atlassian position peaked at $17.6M in Q4 2025.
  • 699 funds tracked by Wall St. Rank held Atlassian as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.