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Concurrent Investment Advisors’s JELD-WEN Holding JELD Stock Holding History

Concurrent Investment 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 		– Sell
-27,600
Closed -$34.2K – 2155
2026
Q1 		$34.2K Buy
+27,600
New +$60.4K ﹤0.01% 1891

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

Concurrent Investment Advisors's JELD Position: Q2 2026 in Review

Concurrent Investment Advisors sold out of JELD-WEN Holding (JELD) in Q2 2026, closing a stake of 27,600 shares — an estimated $34.2K sold.

Concurrent Investment Advisors first reported a position in JELD in Q1 2026 and held it in 1 quarter. The position peaked at $34.2K in Q1 2026. 148 funds tracked by Wall St. Rank hold JELD as of Q2 2026.

  • Concurrent Investment Advisors reported no remaining JELD-WEN Holding position as of Q2 2026 after selling out during the quarter.
  • Concurrent Investment Advisors sold 27,600 JELD-WEN Holding shares in Q2 2026, an estimated $34.2K.
  • Concurrent Investment Advisors first reported a position in JELD-WEN Holding in Q1 2026 and held it in 1 quarter.
  • Concurrent Investment Advisors's JELD-WEN Holding position peaked at $34.2K in Q1 2026.
  • 148 funds tracked by Wall St. Rank held JELD-WEN Holding as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.