James T. Borello RIA
TEAM icon

James T. Borello RIA’s Atlassian TEAM Stock Holding History

James T. Borello RIA’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 		$41.6K Sell
232
-3
-1% -$432 0.01% 268
2026
Q2 		$18.3K Buy
235
+214
+1,019% +$17.5K ﹤0.01% 438
2026
Q1 		$1.43K Sell
21
-4
-16% -$394 ﹤0.01% 965
2025
Q4 		$4.05K Buy
25
+4
+19% +$628 ﹤0.01% 618
2025
Q3 		$3.35K Buy
+21
New +$3.8K ﹤0.01% 606

Other funds holding TEAM

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Artemis Investment Management
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Catalyst Private Wealth
Catalyst Private Wealth San Mateo, California $239M AUM 21.76% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Gateway Investment Advisers
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
Fisher Funds Management
Fisher Funds Management Auckland, New Zealand $3.44B AUM 17.27% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

James T. Borello RIA's TEAM Position: Q3 2026 in Review

James T. Borello RIA reduced its Atlassian (TEAM) stake by 1.3% in Q3 2026, selling an estimated $432 and leaving 232 shares worth $41.6K. The position accounts for 0.01% of the portfolio, ranked #268.

James T. Borello RIA first reported a position in TEAM in Q3 2025 and has held it in 5 quarters since. 151 funds tracked by Wall St. Rank hold TEAM as of Q3 2026.

  • James T. Borello RIA held 232 shares of Atlassian worth $41.6K as of Q3 2026.
  • James T. Borello RIA sold 3 Atlassian shares in Q3 2026, an estimated $432.
  • Atlassian made up 0.01% of James T. Borello RIA's portfolio in Q3 2026, its #268 holding.
  • James T. Borello RIA first reported a position in Atlassian in Q3 2025 and has held it in 5 quarters since.
  • 151 funds tracked by Wall St. Rank held Atlassian as of Q3 2026.

Based on James T. Borello RIA's 13F filing for Q3 2026, filed 16 Oct 2026.