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Clearstead Advisors’s JELD-WEN Holding JELD Stock Holding History

Clearstead 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 		$476 Buy
+317
New +$488 ﹤0.01% 2940
2026
Q1 		– Sell
-1
Closed -$3 – 2560
2025
Q4 		$3 Sell
1
-300
-100% -$985 ﹤0.01% 2731
2025
Q3 		$1.48K Buy
301
+289
+2,408% +$1.54K ﹤0.01% 2542
2025
Q2 		$48 Buy
+12
New +$53 ﹤0.01% 2674

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

Clearstead Advisors's JELD Position: Q2 2026 in Review

Clearstead Advisors opened a new position in JELD-WEN Holding (JELD) in Q2 2026: 317 shares worth $476. The stake represents ﹤0.01% of the portfolio and ranks #2940 among its holdings. This is a return to the name: Clearstead Advisors previously reported a position in JELD as recently as Q4 2025.

Clearstead Advisors first reported a position in JELD in Q2 2025 and has held it in 4 quarters since. The position peaked at $1.48K in Q3 2025. 148 funds tracked by Wall St. Rank hold JELD as of Q2 2026.

  • Clearstead Advisors held 317 shares of JELD-WEN Holding worth $476 as of Q2 2026.
  • JELD-WEN Holding was a new Clearstead Advisors position in Q2 2026.
  • JELD-WEN Holding made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #2940 holding.
  • Clearstead Advisors first reported a position in JELD-WEN Holding in Q2 2025 and has held it in 4 quarters since.
  • Clearstead Advisors's JELD-WEN Holding position peaked at $1.48K in Q3 2025.
  • 148 funds tracked by Wall St. Rank held JELD-WEN Holding as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.