CAPTRUST Financial Advisors
JELD icon

CAPTRUST Financial Advisors’s JELD-WEN Holding JELD Stock Holding History

CAPTRUST Financial Advisors’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 		$61.3K Buy
+40,891
New +$63K ﹤0.01% 3112
2022
Q3 		– Sell
-1,316
Closed -$19K – 3075
2022
Q2 		$19K Buy
1,316
+484
+58% +$8.79K ﹤0.01% 3407
2022
Q1 		$17K Hold
832
– – ﹤0.01% 3488
2021
Q4 		$22K Buy
832
+188
+29% +$4.88K ﹤0.01% 3226
2021
Q3 		$16K Buy
644
+4
+0.6% +$107 ﹤0.01% 3313
2021
Q2 		$17K Buy
640
+27
+4% +$764 ﹤0.01% 3220
2021
Q1 		$17K Buy
613
+604
+6,711% +$16.8K ﹤0.01% 3112
2020
Q4 		$0 Sell
9
-9
-50% -$216 ﹤0.01% 3452
2020
Q3 		$0 Buy
+18
New +$368 ﹤0.01% 3145

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

CAPTRUST Financial Advisors's JELD Position: Q2 2026 in Review

CAPTRUST Financial Advisors opened a new position in JELD-WEN Holding (JELD) in Q2 2026: 40,891 shares worth $61.3K. The stake represents ﹤0.01% of the portfolio and ranks #3112 among its holdings. This is a return to the name: CAPTRUST Financial Advisors previously reported a position in JELD as recently as Q2 2022.

CAPTRUST Financial Advisors first reported a position in JELD in Q3 2020 and has held it in 9 quarters since. 148 funds tracked by Wall St. Rank hold JELD as of Q2 2026.

  • CAPTRUST Financial Advisors held 40,891 shares of JELD-WEN Holding worth $61.3K as of Q2 2026.
  • JELD-WEN Holding was a new CAPTRUST Financial Advisors position in Q2 2026.
  • JELD-WEN Holding made up ﹤0.01% of CAPTRUST Financial Advisors's portfolio in Q2 2026, its #3112 holding.
  • CAPTRUST Financial Advisors first reported a position in JELD-WEN Holding in Q3 2020 and has held it in 9 quarters since.
  • 148 funds tracked by Wall St. Rank held JELD-WEN Holding as of Q2 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.