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HB Wealth Management’s JELD-WEN Holding JELD Stock Holding History

HB Wealth 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
Q2 		$18K Sell
11,978
-7,196
-38% -$11.1K ﹤0.01% 1704
2026
Q1 		$23.8K Buy
+19,174
New +$41.9K ﹤0.01% 1530

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

HB Wealth Management's JELD Position: Q2 2026 in Review

HB Wealth Management reduced its JELD-WEN Holding (JELD) stake by 38% in Q2 2026, selling an estimated $11.1K and leaving 11,978 shares worth $18K. The position accounts for ﹤0.01% of the portfolio, ranked #1704.

HB Wealth Management first reported a position in JELD in Q1 2026 and has held it in 2 quarters since. The position peaked at $23.8K in Q1 2026. 148 funds tracked by Wall St. Rank hold JELD as of Q2 2026.

  • HB Wealth Management held 11,978 shares of JELD-WEN Holding worth $18K as of Q2 2026.
  • HB Wealth Management sold 7,196 JELD-WEN Holding shares in Q2 2026, an estimated $11.1K.
  • JELD-WEN Holding made up ﹤0.01% of HB Wealth Management's portfolio in Q2 2026, its #1704 holding.
  • HB Wealth Management first reported a position in JELD-WEN Holding in Q1 2026 and has held it in 2 quarters since.
  • HB Wealth Management's JELD-WEN Holding position peaked at $23.8K in Q1 2026.
  • 148 funds tracked by Wall St. Rank held JELD-WEN Holding as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.