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Allworth Financial’s JELD-WEN Holding JELD Stock Holding History

Allworth Financial’s Portfolio JELD Stock Details JELD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$10.3K Buy
6,840
+6,152
+894% +$9.48K ﹤0.01% 3694
2026
Q1 		$854 Buy
+688
New +$1.5K ﹤0.01% 4615
2025
Q4 		– Sell
-629
Closed -$3.09K – 5167
2025
Q3 		$3.09K Buy
+629
New +$3.36K ﹤0.01% 3806
2025
Q2 		– Sell
-131
Closed -$696 – 4638
2025
Q1 		$696 Buy
131
+126
+2,520% +$935 ﹤0.01% 3593
2024
Q4 		$48 Sell
5
-137
-96% -$1.65K ﹤0.01% 3877
2024
Q3 		$2.25K Hold
142
– – ﹤0.01% 2922
2024
Q2 		$2.25K Sell
142
-65
-31% -$1.08K ﹤0.01% 2876
2024
Q1 		$4.39K Sell
207
-14
-6% -$261 ﹤0.01% 2454
2023
Q4 		$4.17K Buy
221
+17
+8% +$253 ﹤0.01% 2345
2023
Q3 		$2.73K Hold
204
– – ﹤0.01% 2392
2023
Q2 		$3.58K Hold
204
– – ﹤0.01% 2243
2023
Q1 		$2.58K Buy
204
+139
+214% +$1.72K ﹤0.01% 2306
2022
Q4 		$627 Buy
65
+49
+306% +$475 ﹤0.01% 2575
2022
Q3 		$0 Buy
16
+7
+78% +$92 ﹤0.01% 2875
2022
Q2 		$0 Buy
+9
New +$163 ﹤0.01% 2590

Other funds holding JELD

TCAM
Turtle Creek Asset Management Toronto, Ontario, Canada $2.56B AUM 1.05% 1-Year Est. Return
MVP
Miller Value Partners Sarasota, Florida $423M AUM 49.14% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
MCM
Mason Capital Management New York $607M AUM 1.77% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Allworth Financial's JELD Position: Q2 2026 in Review

Allworth Financial increased its JELD-WEN Holding (JELD) stake by 894% in Q2 2026, buying an estimated $9.48K and bringing the position to 6,840 shares worth $10.3K. The position accounts for ﹤0.01% of the portfolio, ranked #3694.

Allworth Financial first reported a position in JELD in Q2 2022 and has held it in 15 quarters since. 148 funds tracked by Wall St. Rank hold JELD as of Q2 2026.

  • Allworth Financial held 6,840 shares of JELD-WEN Holding worth $10.3K as of Q2 2026.
  • Allworth Financial bought 6,152 JELD-WEN Holding shares in Q2 2026, an estimated $9.48K.
  • JELD-WEN Holding made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #3694 holding.
  • Allworth Financial first reported a position in JELD-WEN Holding in Q2 2022 and has held it in 15 quarters since.
  • 148 funds tracked by Wall St. Rank held JELD-WEN Holding as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.