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IEQ Capital’s JELD-WEN Holding JELD Stock Holding History

IEQ Capital’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 		$508K Buy
338,964
+321,607
+1,853% +$496K ﹤0.01% 1397
2026
Q1 		$21.5K Buy
+17,357
New +$38K ﹤0.01% 1873
2025
Q4 		– Sell
-116,880
Closed -$574K – 1930
2025
Q3 		$574K Buy
116,880
+90,423
+342% +$483K ﹤0.01% 1232
2025
Q2 		$104K Buy
+26,457
New +$118K ﹤0.01% 1713

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

IEQ Capital's JELD Position: Q2 2026 in Review

IEQ Capital increased its JELD-WEN Holding (JELD) stake by 1,853% in Q2 2026, buying an estimated $496K and bringing the position to 338,964 shares worth $508K. The position accounts for ﹤0.01% of the portfolio, ranked #1397.

IEQ Capital first reported a position in JELD in Q2 2025 and has held it in 4 quarters since. The position peaked at $574K in Q3 2025. 148 funds tracked by Wall St. Rank hold JELD as of Q2 2026.

  • IEQ Capital held 338,964 shares of JELD-WEN Holding worth $508K as of Q2 2026.
  • IEQ Capital bought 321,607 JELD-WEN Holding shares in Q2 2026, an estimated $496K.
  • JELD-WEN Holding made up ﹤0.01% of IEQ Capital's portfolio in Q2 2026, its #1397 holding.
  • IEQ Capital first reported a position in JELD-WEN Holding in Q2 2025 and has held it in 4 quarters since.
  • IEQ Capital's JELD-WEN Holding position peaked at $574K in Q3 2025.
  • 148 funds tracked by Wall St. Rank held JELD-WEN Holding as of Q2 2026.

Based on IEQ Capital's 13F filing for Q2 2026, filed 11 Aug 2026.