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

Essential 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 		$7.42K Sell
4,947
-5,985
-55% -$9.22K ﹤0.01% 1354
2026
Q1 		$13.6K Buy
10,932
+7,553
+224% +$16.5K ﹤0.01% 1095
2025
Q4 		$8.31K Sell
3,379
-5,736
-63% -$18.8K ﹤0.01% 1231
2025
Q3 		$44.8K Buy
9,115
+8,226
+925% +$44K 0.01% 619
2025
Q2 		$3.48K Buy
+889
New +$3.96K ﹤0.01% 1153

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

Essential Partners's JELD Position: Q2 2026 in Review

Essential Partners reduced its JELD-WEN Holding (JELD) stake by 55% in Q2 2026, selling an estimated $9.22K and leaving 4,947 shares worth $7.42K. The position accounts for ﹤0.01% of the portfolio, ranked #1354.

Essential Partners first reported a position in JELD in Q2 2025 and has held it in 5 quarters since. The position peaked at $44.8K in Q3 2025. 147 funds tracked by Wall St. Rank hold JELD as of Q2 2026.

  • Essential Partners held 4,947 shares of JELD-WEN Holding worth $7.42K as of Q2 2026.
  • Essential Partners sold 5,985 JELD-WEN Holding shares in Q2 2026, an estimated $9.22K.
  • JELD-WEN Holding made up ﹤0.01% of Essential Partners's portfolio in Q2 2026, its #1354 holding.
  • Essential Partners first reported a position in JELD-WEN Holding in Q2 2025 and has held it in 5 quarters since.
  • Essential Partners's JELD-WEN Holding position peaked at $44.8K in Q3 2025.
  • 147 funds tracked by Wall St. Rank held JELD-WEN Holding as of Q2 2026.

Based on Essential Partners's 13F filing for Q2 2026, filed 10 Aug 2026.