True Wealth Design
JAZZ icon

True Wealth Design’s Jazz Pharmaceuticals JAZZ Stock Holding History

True Wealth Design’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 		$84.5K Buy
365
+45
+14% +$11.1K 0.02% 330
2026
Q2 		$77.1K Buy
320
+120
+60% +$26.3K 0.02% 336
2026
Q1 		$37.8K Buy
200
+130
+186% +$22.7K 0.01% 480
2025
Q4 		$11.9K Buy
70
+54
+338% +$8.28K ﹤0.01% 797
2025
Q3 		$2.11K Hold
16
– – ﹤0.01% 1438
2025
Q2 		$1.7K Buy
16
+8
+100% +$869 ﹤0.01% 1247
2025
Q1 		$994 Buy
8
+1
+14% +$130 ﹤0.01% 1269
2024
Q4 		$863 Buy
+7
New +$825 ﹤0.01% 974
2023
Q4 		– Sell
-5,627
Closed -$728K – 800
2023
Q3 		$728K Buy
5,627
+344
+7% +$45.8K 0.24% 79
2023
Q2 		$655K Buy
5,283
+131
+3% +$17.6K 0.24% 96
2023
Q1 		$754K Buy
5,152
+139
+3% +$20.6K 0.32% 80
2022
Q4 		$799K Buy
+5,013
New +$735K 0.37% 48

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
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
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
Zurich Cantonal Bank
Zurich Cantonal Bank Zurich, Switzerland $53.5B AUM 32.01% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.8B AUM 33.92% 1-Year Est. Return
Boston Trust Walden
Boston Trust Walden Boston, Massachusetts $12.4B AUM 21.62% 1-Year Est. Return

True Wealth Design's JAZZ Position: Q3 2026 in Review

True Wealth Design increased its Jazz Pharmaceuticals (JAZZ) stake by 14% in Q3 2026, buying an estimated $11.1K and bringing the position to 365 shares worth $84.5K. The position accounts for 0.02% of the portfolio, ranked #330.

True Wealth Design first reported a position in JAZZ in Q4 2022 and has held it in 12 quarters since. The position peaked at $799K in Q4 2022. 394 funds tracked by Wall St. Rank hold JAZZ as of Q3 2026.

  • True Wealth Design held 365 shares of Jazz Pharmaceuticals worth $84.5K as of Q3 2026.
  • True Wealth Design bought 45 Jazz Pharmaceuticals shares in Q3 2026, an estimated $11.1K.
  • Jazz Pharmaceuticals made up 0.02% of True Wealth Design's portfolio in Q3 2026, its #330 holding.
  • True Wealth Design first reported a position in Jazz Pharmaceuticals in Q4 2022 and has held it in 12 quarters since.
  • True Wealth Design's Jazz Pharmaceuticals position peaked at $799K in Q4 2022.
  • 394 funds tracked by Wall St. Rank held Jazz Pharmaceuticals as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.