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Planning Strategies Inc.’s Atlassian TEAM Stock Holding History

Planning Strategies Inc.’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 		$1.56K Buy
+20
New +$1.64K ﹤0.01% 653

Other funds holding TEAM

AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
FFM
Fisher Funds Management Auckland, New Zealand $3.52B AUM 17.59% 1-Year Est. Return
PCM
Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
OAM
OP Asset Management Helsinki $9.38B AUM 42.35% 1-Year Est. Return
CPW
Catalyst Private Wealth San Mateo, California $207M AUM 11.77% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Planning Strategies Inc.'s TEAM Position: Q2 2026 in Review

Planning Strategies Inc. opened a new position in Atlassian (TEAM) in Q2 2026: 20 shares worth $1.56K. The stake represents ﹤0.01% of the portfolio and ranks #653 among its holdings.

193 funds tracked by Wall St. Rank hold TEAM as of Q2 2026.

  • Planning Strategies Inc. held 20 shares of Atlassian worth $1.56K as of Q2 2026.
  • Atlassian was a new Planning Strategies Inc. position in Q2 2026.
  • Atlassian made up ﹤0.01% of Planning Strategies Inc.'s portfolio in Q2 2026, its #653 holding.
  • 193 funds tracked by Wall St. Rank held Atlassian as of Q2 2026.

Based on Planning Strategies Inc.'s 13F filing for Q2 2026, filed 27 Jul 2026.