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
Q3 		$29.7M Buy
161,267
+14,829
+10% +$2.14M 0.04% 370
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 -$1.44M – 381
2022
Q2 		$1.44M 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

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
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $106B AUM 2.29% 1-Year Est. Return
DnB Asset Management
DnB Asset Management Oslo, Norway $38B AUM 25.01% 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
Ensign Peak Advisors
Ensign Peak Advisors Salt Lake City, Utah $60.6B AUM 33.98% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return

Wealth Enhancement Advisory Services's TEAM Position: Q3 2026 in Review

Wealth Enhancement Advisory Services increased its Atlassian (TEAM) stake by 10% in Q3 2026, buying an estimated $2.14M and bringing the position to 161,267 shares worth $29.7M. The position accounts for 0.04% of the portfolio, ranked #370.

Wealth Enhancement Advisory Services first reported a position in TEAM in Q3 2019 and has held it in 17 quarters since. 598 funds tracked by Wall St. Rank hold TEAM as of Q3 2026.

  • Wealth Enhancement Advisory Services held 161,267 shares of Atlassian worth $29.7M as of Q3 2026.
  • Wealth Enhancement Advisory Services bought 14,829 Atlassian shares in Q3 2026, an estimated $2.14M.
  • Atlassian made up 0.04% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #370 holding.
  • Wealth Enhancement Advisory Services first reported a position in Atlassian in Q3 2019 and has held it in 17 quarters since.
  • 598 funds tracked by Wall St. Rank held Atlassian as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.