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Larson Financial Group’s JELD-WEN Holding JELD Stock Holding History

Larson Financial Group’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 		– Sell
-61
Closed -$76 – 3864
2026
Q1 		$76 Hold
61
– – ﹤0.01% 3528
2025
Q4 		$150 Buy
+61
New +$200 ﹤0.01% 3308

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

Larson Financial Group's JELD Position: Q2 2026 in Review

Larson Financial Group sold out of JELD-WEN Holding (JELD) in Q2 2026, closing a stake of 61 shares — an estimated $76 sold.

Larson Financial Group first reported a position in JELD in Q4 2025 and held it in 2 quarters. The position peaked at $150 in Q4 2025. 147 funds tracked by Wall St. Rank hold JELD as of Q2 2026.

  • Larson Financial Group reported no remaining JELD-WEN Holding position as of Q2 2026 after selling out during the quarter.
  • Larson Financial Group sold 61 JELD-WEN Holding shares in Q2 2026, an estimated $76.
  • Larson Financial Group first reported a position in JELD-WEN Holding in Q4 2025 and held it in 2 quarters.
  • Larson Financial Group's JELD-WEN Holding position peaked at $150 in Q4 2025.
  • 147 funds tracked by Wall St. Rank held JELD-WEN Holding as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.