Cerity Partners
JELD icon

Cerity Partners’s JELD-WEN Holding JELD Stock Holding History

Cerity Partners’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 		$75.7K Buy
+50,481
New +$77.8K ﹤0.01% 3253
2024
Q2 		– Sell
-11,184
Closed -$237K – 2313
2024
Q1 		$237K Buy
+11,184
New +$209K ﹤0.01% 2006

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

Cerity Partners's JELD Position: Q2 2026 in Review

Cerity Partners opened a new position in JELD-WEN Holding (JELD) in Q2 2026: 50,481 shares worth $75.7K. The stake represents ﹤0.01% of the portfolio and ranks #3253 among its holdings. This is a return to the name: Cerity Partners previously reported a position in JELD as recently as Q1 2024.

Cerity Partners first reported a position in JELD in Q1 2024 and has held it in 2 quarters since. The position peaked at $237K in Q1 2024. 147 funds tracked by Wall St. Rank hold JELD as of Q2 2026.

  • Cerity Partners held 50,481 shares of JELD-WEN Holding worth $75.7K as of Q2 2026.
  • JELD-WEN Holding was a new Cerity Partners position in Q2 2026.
  • JELD-WEN Holding made up ﹤0.01% of Cerity Partners's portfolio in Q2 2026, its #3253 holding.
  • Cerity Partners first reported a position in JELD-WEN Holding in Q1 2024 and has held it in 2 quarters since.
  • Cerity Partners's JELD-WEN Holding position peaked at $237K in Q1 2024.
  • 147 funds tracked by Wall St. Rank held JELD-WEN Holding as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.