Root Financial Partners
JAZZ icon

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
Q3 		$113K Buy
+490
New +$121K ﹤0.01% 675
2026
Q2 		– Sell
-297
Closed -$56.1K – 1828
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

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $100B AUM 26.06% 1-Year Est. Return

Root Financial Partners's JAZZ Position: Q3 2026 in Review

Root Financial Partners opened a new position in Jazz Pharmaceuticals (JAZZ) in Q3 2026: 490 shares worth $113K. The stake represents ﹤0.01% of the portfolio and ranks #675 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in JAZZ as recently as Q1 2026.

Root Financial Partners first reported a position in JAZZ in Q3 2025 and has held it in 4 quarters since. 423 funds tracked by Wall St. Rank hold JAZZ as of Q3 2026.

  • Root Financial Partners held 490 shares of Jazz Pharmaceuticals worth $113K as of Q3 2026.
  • Jazz Pharmaceuticals was a new Root Financial Partners position in Q3 2026.
  • Jazz Pharmaceuticals made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #675 holding.
  • Root Financial Partners first reported a position in Jazz Pharmaceuticals in Q3 2025 and has held it in 4 quarters since.
  • 423 funds tracked by Wall St. Rank held Jazz Pharmaceuticals as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.