Mount Yale Investment Advisors’s Jazz Pharmaceuticals JAZZ Stock Holding History

Mount Yale Investment Advisors’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	$237K	Buy	+985	New	+$216K	﹤0.01%	1082
2020 Q3	–	Sell	-4,411	Closed	-$487K	–	360
2020 Q2	$487K	Sell	4,411 -231	-5%	-$25.5K	0.09%	230
2020 Q1	$463K	Sell	4,642 -173	-4%	-$22.4K	0.1%	184
2019 Q4	$690K	Sell	4,815 -3	-0.1%	-$408	0.12%	153
2019 Q3	$638K	Sell	4,818 -194	-4%	-$26K	0.11%	153
2019 Q2	$685K	Buy	5,012 +2,220	+80%	+$298K	0.13%	139
2019 Q1	$399K	Hold	2,792	–	–	0.07%	220
2018 Q4	$347K	Buy	2,792 +324	+13%	+$48.1K	0.07%	235
2018 Q3	$347K	Sell	2,468 -1	-0%	-$172	0.06%	234
2018 Q2	$425K	Buy	+2,469	New	+$404K	0.08%	199

Other funds holding JAZZ

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Mount Yale Investment Advisors's JAZZ Position: Q2 2026 in Review

Mount Yale Investment Advisors opened a new position in Jazz Pharmaceuticals (JAZZ) in Q2 2026: 985 shares worth $237K. The stake represents ﹤0.01% of the portfolio and ranks #1082 among its holdings. This is a return to the name: Mount Yale Investment Advisors previously reported a position in JAZZ as recently as Q2 2020.

Mount Yale Investment Advisors first reported a position in JAZZ in Q2 2018 and has held it in 10 quarters since. The position peaked at $690K in Q4 2019. 647 funds tracked by Wall St. Rank hold JAZZ as of Q2 2026.

Mount Yale Investment Advisors held 985 shares of Jazz Pharmaceuticals worth $237K as of Q2 2026.
Jazz Pharmaceuticals was a new Mount Yale Investment Advisors position in Q2 2026.
Jazz Pharmaceuticals made up ﹤0.01% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #1082 holding.
Mount Yale Investment Advisors first reported a position in Jazz Pharmaceuticals in Q2 2018 and has held it in 10 quarters since.
Mount Yale Investment Advisors's Jazz Pharmaceuticals position peaked at $690K in Q4 2019.
647 funds tracked by Wall St. Rank held Jazz Pharmaceuticals as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.