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
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 – 5630
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
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MVP
Miller Value Partners Sarasota, Florida $383M AUM 38.57% 1-Year Est. Return
BlackRock
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Charles Schwab
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D.E. Shaw & Co
D.E. Shaw & Co New York $127B AUM 43.98% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
OFCM
One Fin Capital Management San Francisco, California $259M AUM 49.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return