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Pinnacle Wealth Planning Services’s Jazz Pharmaceuticals JAZZ Stock Holding History

Pinnacle Wealth Planning Services’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
Q1 		$306K Sell
1,617
-64
-4% -$11.2K 0.03% 331
2025
Q4 		$286K Hold
1,681
– – 0.03% 344
2025
Q3 		$222K Buy
+1,681
New +$202K 0.03% 415
2021
Q1 		– Sell
-25
Closed -$4K – 1154
2020
Q4 		$4K Buy
+25
New +$3.72K ﹤0.01% 1731

Other funds holding JAZZ

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
EC
EcoR1 Capital San Francisco, California $2.36B AUM 204.53% 1-Year Est. Return

Pinnacle Wealth Planning Services's JAZZ Position: Q1 2026 in Review

Pinnacle Wealth Planning Services reduced its Jazz Pharmaceuticals (JAZZ) stake by 3.8% in Q1 2026, selling an estimated $11.2K and leaving 1,617 shares worth $306K. The position accounts for 0.03% of the portfolio, ranked #331.

Pinnacle Wealth Planning Services first reported a position in JAZZ in Q4 2020 and has held it in 4 quarters since. 570 funds tracked by Wall St. Rank hold JAZZ as of Q1 2026.

  • Pinnacle Wealth Planning Services held 1,617 shares of Jazz Pharmaceuticals worth $306K as of Q1 2026.
  • Pinnacle Wealth Planning Services sold 64 Jazz Pharmaceuticals shares in Q1 2026, an estimated $11.2K.
  • Jazz Pharmaceuticals made up 0.03% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #331 holding.
  • Pinnacle Wealth Planning Services first reported a position in Jazz Pharmaceuticals in Q4 2020 and has held it in 4 quarters since.
  • 570 funds tracked by Wall St. Rank held Jazz Pharmaceuticals as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.