MassMutual Private Wealth & Trust’s JELD-WEN Holding JELD Stock Holding History

MassMutual Private Wealth & Trust’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	$822	Hold	548	–	–	﹤0.01%	2208
2026 Q1	$680	Buy	548 +43	+9%	+$94	﹤0.01%	2197
2025 Q4	$1.24K	Buy	505 +427	+547%	+$1.4K	﹤0.01%	2102
2025 Q3	$383	Hold	78	–	–	﹤0.01%	2272
2025 Q2	$306	Buy	+78	New	+$348	﹤0.01%	2275
2025 Q1	–	Sell	-15	Closed	-$123	–	2424
2024 Q4	$123	Buy	+15	New	+$181	﹤0.01%	2278

Other funds holding JELD

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

PWP

Parkwoods Wealth Partners Syracuse, New York $622M AUM 24.36% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

TDC

Thompson Davis & Co Richmond, Virginia $167M AUM 33.45% 1-Year Est. Return

AWA

Aaron Wealth Advisors Chicago, Illinois $1.97B AUM 36.91% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return

NAM

NorthCrest Asset Manangement Plymouth, Minnesota $3.89B AUM 40.33% 1-Year Est. Return

EWA

EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.74% 1-Year Est. Return

MassMutual Private Wealth & Trust's JELD Position: Q2 2026 in Review

MassMutual Private Wealth & Trust held its JELD-WEN Holding (JELD) position steady in Q2 2026 at 548 shares worth $822. The position accounts for ﹤0.01% of the portfolio, ranked #2208.

MassMutual Private Wealth & Trust first reported a position in JELD in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.24K in Q4 2025. 26 funds tracked by Wall St. Rank hold JELD as of Q2 2026.

MassMutual Private Wealth & Trust held 548 shares of JELD-WEN Holding worth $822 as of Q2 2026.
MassMutual Private Wealth & Trust left its JELD-WEN Holding share count unchanged in Q2 2026.
JELD-WEN Holding made up ﹤0.01% of MassMutual Private Wealth & Trust's portfolio in Q2 2026, its #2208 holding.
MassMutual Private Wealth & Trust first reported a position in JELD-WEN Holding in Q4 2024 and has held it in 6 quarters since.
MassMutual Private Wealth & Trust's JELD-WEN Holding position peaked at $1.24K in Q4 2025.
26 funds tracked by Wall St. Rank held JELD-WEN Holding as of Q2 2026.

Based on MassMutual Private Wealth & Trust's 13F filing for Q2 2026, filed 2 Jul 2026.