GoalVest Advisory’s Jazz Pharmaceuticals JAZZ Stock Holding History

GoalVest Advisory’s Portfolio JAZZ Stock Details JAZZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-300	Closed	-$56.7K	–	535
2026 Q1	$56.7K	Hold	300	–	–	0.01%	214
2025 Q4	$51K	Buy	+300	New	+$46K	0.01%	243

Other funds holding JAZZ

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Argent Capital Management St Louis, Missouri $3.17B AUM 36.16% 1-Year Est. Return

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return

Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

BTC Capital Management Des Moines, Iowa $1.65B AUM 27.85% 1-Year Est. Return

Ardsley Advisory Partners Stamford, Connecticut $960M AUM 207.76% 1-Year Est. Return

Burney Company Reston, Virginia $3.71B AUM 37.66% 1-Year Est. Return

CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return

GoalVest Advisory's JAZZ Position: Q2 2026 in Review

GoalVest Advisory sold out of Jazz Pharmaceuticals (JAZZ) in Q2 2026, closing a stake of 300 shares — an estimated $56.7K sold.

GoalVest Advisory first reported a position in JAZZ in Q4 2025 and held it in 2 quarters. The position peaked at $56.7K in Q1 2026. 69 funds tracked by Wall St. Rank hold JAZZ as of Q2 2026.

GoalVest Advisory reported no remaining Jazz Pharmaceuticals position as of Q2 2026 after selling out during the quarter.
GoalVest Advisory sold 300 Jazz Pharmaceuticals shares in Q2 2026, an estimated $56.7K.
GoalVest Advisory first reported a position in Jazz Pharmaceuticals in Q4 2025 and held it in 2 quarters.
GoalVest Advisory's Jazz Pharmaceuticals position peaked at $56.7K in Q1 2026.
69 funds tracked by Wall St. Rank held Jazz Pharmaceuticals as of Q2 2026.

Based on GoalVest Advisory's 13F filing for Q2 2026, filed 9 Jul 2026.