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IFP Advisors’s JELD-WEN Holding JELD Stock Holding History

IFP 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 		$498 Buy
332
+38
+13% +$59 ﹤0.01% 4683
2026
Q1 		$365 Sell
294
-97
-25% -$212 ﹤0.01% 4495
2025
Q4 		$962 Sell
391
-188
-32% -$617 ﹤0.01% 4086
2025
Q3 		$2.84K Buy
579
+179
+45% +$957 ﹤0.01% 3549
2025
Q2 		$1.57K Buy
+400
New +$1.78K ﹤0.01% 4009
2025
Q1 		– Hold
0
– – – 4216
2024
Q4 		– Hold
0
– – – 4483
2022
Q4 		– Sell
-34
Closed -$1K – 4716
2022
Q3 		$1K Buy
+34
New +$446 ﹤0.01% 4588
2019
Q4 		– Sell
-63
Closed -$1.3K – 2984
2019
Q3 		$1K Buy
+63
New +$1.22K ﹤0.01% 2877
2019
Q1 		– Sell
-63
Closed -$1K – 2892
2018
Q4 		$1K Sell
63
-37
-37% -$655 ﹤0.01% 3324
2018
Q3 		$2K Buy
100
+37
+59% +$985 ﹤0.01% 3545
2018
Q2 		$2K Buy
63
+55
+688% +$1.59K ﹤0.01% 3590
2018
Q1 		$0 Hold
8
– – ﹤0.01% 3789
2017
Q4 		$0 Buy
+8
New +$297 ﹤0.01% 3949
2017
Q3 		– Sell
-8
Closed – – 4135
2017
Q2 		$0 Buy
+8
New +$259 ﹤0.01% 4149

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

IFP Advisors's JELD Position: Q2 2026 in Review

IFP Advisors increased its JELD-WEN Holding (JELD) stake by 13% in Q2 2026, buying an estimated $59 and bringing the position to 332 shares worth $498. The position accounts for ﹤0.01% of the portfolio, ranked #4683.

IFP Advisors first reported a position in JELD in Q2 2017 and has held it in 13 quarters since. The position peaked at $2.84K in Q3 2025. 148 funds tracked by Wall St. Rank hold JELD as of Q2 2026.

  • IFP Advisors held 332 shares of JELD-WEN Holding worth $498 as of Q2 2026.
  • IFP Advisors bought 38 JELD-WEN Holding shares in Q2 2026, an estimated $59.
  • JELD-WEN Holding made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #4683 holding.
  • IFP Advisors first reported a position in JELD-WEN Holding in Q2 2017 and has held it in 13 quarters since.
  • IFP Advisors's JELD-WEN Holding position peaked at $2.84K in Q3 2025.
  • 148 funds tracked by Wall St. Rank held JELD-WEN Holding as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.