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

Norris 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 		$159K Hold
106,133
– – 0.06% 78
2026
Q1 		$132K Buy
106,133
+28,239
+36% +$61.8K 0.04% 96
2025
Q4 		$192K Buy
77,894
+25,825
+50% +$84.8K 0.07% 95
2025
Q3 		$256K Buy
52,069
+122
+0.2% +$652 0.09% 86
2025
Q2 		$204K Buy
+51,947
New +$232K 0.08% 81

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

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

Norris Financial Group held its JELD-WEN Holding (JELD) position steady in Q2 2026 at 106,133 shares worth $159K. The position accounts for 0.06% of the portfolio, ranked #78.

Norris Financial Group first reported a position in JELD in Q2 2025 and has held it in 5 quarters since. The position peaked at $256K in Q3 2025. 148 funds tracked by Wall St. Rank hold JELD as of Q2 2026.

  • Norris Financial Group held 106,133 shares of JELD-WEN Holding worth $159K as of Q2 2026.
  • Norris Financial Group left its JELD-WEN Holding share count unchanged in Q2 2026.
  • JELD-WEN Holding made up 0.06% of Norris Financial Group's portfolio in Q2 2026, its #78 holding.
  • Norris Financial Group first reported a position in JELD-WEN Holding in Q2 2025 and has held it in 5 quarters since.
  • Norris Financial Group's JELD-WEN Holding position peaked at $256K in Q3 2025.
  • 148 funds tracked by Wall St. Rank held JELD-WEN Holding as of Q2 2026.

Based on Norris Financial Group's 13F filing for Q2 2026, filed 5 Aug 2026.