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Integrated Wealth Concepts’s JELD-WEN Holding JELD Stock Holding History

Integrated Wealth Concepts’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 		$12.3K Buy
+8,168
New +$12.6K ﹤0.01% 4438

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

Integrated Wealth Concepts's JELD Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in JELD-WEN Holding (JELD) in Q2 2026: 8,168 shares worth $12.3K. The stake represents ﹤0.01% of the portfolio and ranks #4438 among its holdings.

147 funds tracked by Wall St. Rank hold JELD as of Q2 2026.

  • Integrated Wealth Concepts held 8,168 shares of JELD-WEN Holding worth $12.3K as of Q2 2026.
  • JELD-WEN Holding was a new Integrated Wealth Concepts position in Q2 2026.
  • JELD-WEN Holding made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #4438 holding.
  • 147 funds tracked by Wall St. Rank held JELD-WEN Holding as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.