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Coldstream Capital Management’s JELD-WEN Holding JELD Stock Holding History

Coldstream Capital 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
Q1 		$63.3K Buy
51,047
+1,485
+3% +$3.25K ﹤0.01% 1176
2025
Q4 		$122K Sell
49,562
-50,081
-50% -$164K ﹤0.01% 1128
2025
Q3 		$489K Buy
+99,643
New +$533K 0.01% 753
2025
Q2 		– Sell
-328
Closed -$1.96K – 2232
2025
Q1 		$1.96K Buy
+328
New +$2.44K ﹤0.01% 3006

Other funds holding JELD

TCAM
Turtle Creek Asset Management Toronto, Ontario, Canada $2.67B AUM 0.64% 1-Year Est. Return
MVP
Miller Value Partners Sarasota, Florida $383M AUM 38.57% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
OFCM
One Fin Capital Management San Francisco, California $280M AUM 49.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Coldstream Capital Management's JELD Position: Q1 2026 in Review

Coldstream Capital Management increased its JELD-WEN Holding (JELD) stake by 3% in Q1 2026, buying an estimated $3.25K and bringing the position to 51,047 shares worth $63.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1176.

Coldstream Capital Management first reported a position in JELD in Q1 2025 and has held it in 4 quarters since. The position peaked at $489K in Q3 2025. 150 funds tracked by Wall St. Rank hold JELD as of Q1 2026.

  • Coldstream Capital Management held 51,047 shares of JELD-WEN Holding worth $63.3K as of Q1 2026.
  • Coldstream Capital Management bought 1,485 JELD-WEN Holding shares in Q1 2026, an estimated $3.25K.
  • JELD-WEN Holding made up ﹤0.01% of Coldstream Capital Management's portfolio in Q1 2026, its #1176 holding.
  • Coldstream Capital Management first reported a position in JELD-WEN Holding in Q1 2025 and has held it in 4 quarters since.
  • Coldstream Capital Management's JELD-WEN Holding position peaked at $489K in Q3 2025.
  • 150 funds tracked by Wall St. Rank held JELD-WEN Holding as of Q1 2026.

Based on Coldstream Capital Management's 13F filing for Q1 2026, filed 8 May 2026.