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Bernard Wealth Management’s JELD-WEN Holding JELD Stock Holding History

Bernard Wealth Management’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 		$3.03K Hold
2,022
– – ﹤0.01% 263
2026
Q1 		$2.51K Hold
2,022
– – ﹤0.01% 281
2025
Q4 		$4.97K Sell
2,022
-1,900
-48% -$6.24K ﹤0.01% 244
2025
Q3 		$19.3K Hold
3,922
– – 0.01% 187
2025
Q2 		$15.4K Buy
+3,922
New +$17.5K 0.01% 191

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

Bernard Wealth Management's JELD Position: Q2 2026 in Review

Bernard Wealth Management held its JELD-WEN Holding (JELD) position steady in Q2 2026 at 2,022 shares worth $3.03K. The position accounts for ﹤0.01% of the portfolio, ranked #263.

Bernard Wealth Management first reported a position in JELD in Q2 2025 and has held it in 5 quarters since. The position peaked at $19.3K in Q3 2025. 148 funds tracked by Wall St. Rank hold JELD as of Q2 2026.

  • Bernard Wealth Management held 2,022 shares of JELD-WEN Holding worth $3.03K as of Q2 2026.
  • Bernard Wealth Management left its JELD-WEN Holding share count unchanged in Q2 2026.
  • JELD-WEN Holding made up ﹤0.01% of Bernard Wealth Management's portfolio in Q2 2026, its #263 holding.
  • Bernard Wealth Management first reported a position in JELD-WEN Holding in Q2 2025 and has held it in 5 quarters since.
  • Bernard Wealth Management's JELD-WEN Holding position peaked at $19.3K in Q3 2025.
  • 148 funds tracked by Wall St. Rank held JELD-WEN Holding as of Q2 2026.

Based on Bernard Wealth Management's 13F filing for Q2 2026, filed 21 Aug 2026.