MFG
JELD icon

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

Merit 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 		$40.4K Buy
26,964
+13,676
+103% +$21.1K ﹤0.01% 2304
2026
Q1 		$16.5K Buy
+13,288
New +$29.1K ﹤0.01% 2102

Other funds holding JELD

Wealth Enhancement Advisory Services
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
AWA
Aaron Wealth Advisors Chicago, Illinois $1.97B AUM 36.91% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $3.89B AUM 40.33% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return

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

Merit Financial Group increased its JELD-WEN Holding (JELD) stake by 103% in Q2 2026, buying an estimated $21.1K and bringing the position to 26,964 shares worth $40.4K. The position accounts for ﹤0.01% of the portfolio, ranked #2304.

Merit Financial Group first reported a position in JELD in Q1 2026 and has held it in 2 quarters since. 10 funds tracked by Wall St. Rank hold JELD as of Q2 2026.

  • Merit Financial Group held 26,964 shares of JELD-WEN Holding worth $40.4K as of Q2 2026.
  • Merit Financial Group bought 13,676 JELD-WEN Holding shares in Q2 2026, an estimated $21.1K.
  • JELD-WEN Holding made up ﹤0.01% of Merit Financial Group's portfolio in Q2 2026, its #2304 holding.
  • Merit Financial Group first reported a position in JELD-WEN Holding in Q1 2026 and has held it in 2 quarters since.
  • 10 funds tracked by Wall St. Rank held JELD-WEN Holding as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.