Creative Planning
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Creative Planning’s JELD-WEN Holding JELD Stock Holding History

Creative Planning’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
2017
Q2 		– Sell
-1,000
Closed -$1K – 4718
2017
Q1 		$1K Buy
+1,000
New +$30.5K ﹤0.01% 4450

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

Creative Planning's JELD Position: Q2 2026 in Review

Creative Planning increased its JELD-WEN Holding (JELD) stake by 433% in Q2 2026, buying an estimated $78.9K and bringing the position to 63,009 shares worth $94.5K. The position accounts for ﹤0.01% of the portfolio, ranked #4046.

Creative Planning first reported a position in JELD in Q1 2024 and has held it in 7 quarters since. The position peaked at $312K in Q1 2024. 148 funds tracked by Wall St. Rank hold JELD as of Q2 2026.

  • Creative Planning held 63,009 shares of JELD-WEN Holding worth $94.5K as of Q2 2026.
  • Creative Planning bought 51,198 JELD-WEN Holding shares in Q2 2026, an estimated $78.9K.
  • JELD-WEN Holding made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #4046 holding.
  • Creative Planning first reported a position in JELD-WEN Holding in Q1 2024 and has held it in 7 quarters since.
  • Creative Planning's JELD-WEN Holding position peaked at $312K in Q1 2024.
  • 148 funds tracked by Wall St. Rank held JELD-WEN Holding as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.