EverSource Wealth Advisors’s JELD-WEN Holding JELD Stock Holding History

EverSource Wealth 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	$9.41K	Buy	6,273 +3,332	+113%	+$5.13K	﹤0.01%	2946
2026 Q1	$3.65K	Buy	2,941 +1,766	+150%	+$3.86K	﹤0.01%	3408
2025 Q4	$2.89K	Sell	1,175 -428	-27%	-$1.41K	﹤0.01%	3352
2025 Q3	$7.87K	Buy	1,603 +837	+109%	+$4.47K	﹤0.01%	2951
2025 Q2	$3K	Buy	766 +481	+169%	+$2.14K	﹤0.01%	3350
2025 Q1	$1.7K	Buy	285 +145	+104%	+$1.08K	﹤0.01%	2994
2024 Q4	$1.15K	Sell	140 -353	-72%	-$4.25K	﹤0.01%	2917
2024 Q3	$7.79K	Hold	493	–	–	﹤0.01%	2005
2024 Q2	$8.23K	Hold	493	–	–	﹤0.01%	1964
2024 Q1	$10.1K	Hold	493	–	–	﹤0.01%	1684
2023 Q4	$9.31K	Buy	493 +167	+51%	+$2.48K	﹤0.01%	1581
2023 Q3	$4.36K	Hold	326	–	–	﹤0.01%	1757
2023 Q2	$5.72K	Hold	326	–	–	﹤0.01%	1680
2023 Q1	$4.13K	Sell	326 -169	-34%	-$2.09K	﹤0.01%	1713
2022 Q4	$4.78K	Buy	+495	New	+$4.8K	﹤0.01%	1624

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 New York $210B AUM 57.28% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

MCM

Mason Capital Management New York $607M AUM 1.77% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

EverSource Wealth Advisors's JELD Position: Q2 2026 in Review

EverSource Wealth Advisors increased its JELD-WEN Holding (JELD) stake by 113% in Q2 2026, buying an estimated $5.13K and bringing the position to 6,273 shares worth $9.41K. The position accounts for ﹤0.01% of the portfolio, ranked #2946.

EverSource Wealth Advisors first reported a position in JELD in Q4 2022 and has held it in 15 quarters since. The position peaked at $10.1K in Q1 2024. 148 funds tracked by Wall St. Rank hold JELD as of Q2 2026.

EverSource Wealth Advisors held 6,273 shares of JELD-WEN Holding worth $9.41K as of Q2 2026.
EverSource Wealth Advisors bought 3,332 JELD-WEN Holding shares in Q2 2026, an estimated $5.13K.
JELD-WEN Holding made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #2946 holding.
EverSource Wealth Advisors first reported a position in JELD-WEN Holding in Q4 2022 and has held it in 15 quarters since.
EverSource Wealth Advisors's JELD-WEN Holding position peaked at $10.1K in Q1 2024.
148 funds tracked by Wall St. Rank held JELD-WEN Holding as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.