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Root Financial Partners’s Jazz Pharmaceuticals JAZZ Stock Holding History

Root Financial Partners’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 		$56.1K Buy
297
+89
+43% +$15.6K ﹤0.01% 828
2025
Q4 		$35.4K Buy
208
+36
+21% +$5.52K ﹤0.01% 862
2025
Q3 		$22.7K Buy
+172
New +$20.6K ﹤0.01% 1052

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

Root Financial Partners's JAZZ Position: Q1 2026 in Review

Root Financial Partners increased its Jazz Pharmaceuticals (JAZZ) stake by 43% in Q1 2026, buying an estimated $15.6K and bringing the position to 297 shares worth $56.1K. The position accounts for ﹤0.01% of the portfolio, ranked #828.

Root Financial Partners first reported a position in JAZZ in Q3 2025 and has held it in 3 quarters since. 570 funds tracked by Wall St. Rank hold JAZZ as of Q1 2026.

  • Root Financial Partners held 297 shares of Jazz Pharmaceuticals worth $56.1K as of Q1 2026.
  • Root Financial Partners bought 89 Jazz Pharmaceuticals shares in Q1 2026, an estimated $15.6K.
  • Jazz Pharmaceuticals made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #828 holding.
  • Root Financial Partners first reported a position in Jazz Pharmaceuticals in Q3 2025 and has held it in 3 quarters since.
  • 570 funds tracked by Wall St. Rank held Jazz Pharmaceuticals as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.