LPL Financial
JELD icon

LPL Financial’s JELD-WEN Holding JELD Stock Holding History

LPL Financial’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 		$82.9K Sell
55,271
-19,410
-26% -$29.9K ﹤0.01% 5949
2026
Q1 		$92.6K Buy
74,681
+9,195
+14% +$20.1K ﹤0.01% 5687
2025
Q4 		$161K Buy
65,486
+38,889
+146% +$128K ﹤0.01% 5511
2025
Q3 		$131K Buy
+26,597
New +$142K ﹤0.01% 5451
2025
Q2 		– Sell
-16,929
Closed -$101K – 5629
2025
Q1 		$101K Buy
+16,929
New +$126K ﹤0.01% 5039
2018
Q2 		– Sell
-8,539
Closed -$261K – 3252
2018
Q1 		$261K Sell
8,539
-2,446
-22% -$88.7K ﹤0.01% 2752
2017
Q4 		$432K Sell
10,985
-13,489
-55% -$501K ﹤0.01% 2185
2017
Q3 		$869K Buy
24,474
+17,006
+228% +$538K ﹤0.01% 1540
2017
Q2 		$242K Buy
+7,468
New +$242K ﹤0.01% 2447

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

LPL Financial's JELD Position: Q2 2026 in Review

LPL Financial reduced its JELD-WEN Holding (JELD) stake by 26% in Q2 2026, selling an estimated $29.9K and leaving 55,271 shares worth $82.9K. The position accounts for ﹤0.01% of the portfolio, ranked #5949.

LPL Financial first reported a position in JELD in Q2 2017 and has held it in 9 quarters since. The position peaked at $869K in Q3 2017. 148 funds tracked by Wall St. Rank hold JELD as of Q2 2026.

  • LPL Financial held 55,271 shares of JELD-WEN Holding worth $82.9K as of Q2 2026.
  • LPL Financial sold 19,410 JELD-WEN Holding shares in Q2 2026, an estimated $29.9K.
  • JELD-WEN Holding made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #5949 holding.
  • LPL Financial first reported a position in JELD-WEN Holding in Q2 2017 and has held it in 9 quarters since.
  • LPL Financial's JELD-WEN Holding position peaked at $869K in Q3 2017.
  • 148 funds tracked by Wall St. Rank held JELD-WEN Holding as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.