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Phil A. Younker & Associates’s JELD-WEN Holding JELD Stock Holding History

Phil A. Younker & Associates’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 		$142K Buy
94,500
+22,500
+31% +$34.7K 0.1% 28
2026
Q1 		$89.3K Buy
72,000
+40,000
+125% +$87.5K 0.06% 35
2025
Q4 		$78.7K Buy
32,000
+10,000
+45% +$32.8K 0.05% 35
2025
Q3 		$108K Buy
+22,000
New +$118K 0.08% 32

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

Phil A. Younker & Associates's JELD Position: Q2 2026 in Review

Phil A. Younker & Associates increased its JELD-WEN Holding (JELD) stake by 31% in Q2 2026, buying an estimated $34.7K and bringing the position to 94,500 shares worth $142K. The position accounts for 0.1% of the portfolio, ranked #28.

Phil A. Younker & Associates first reported a position in JELD in Q3 2025 and has held it in 4 quarters since. 146 funds tracked by Wall St. Rank hold JELD as of Q2 2026.

  • Phil A. Younker & Associates held 94,500 shares of JELD-WEN Holding worth $142K as of Q2 2026.
  • Phil A. Younker & Associates bought 22,500 JELD-WEN Holding shares in Q2 2026, an estimated $34.7K.
  • JELD-WEN Holding made up 0.1% of Phil A. Younker & Associates's portfolio in Q2 2026, its #28 holding.
  • Phil A. Younker & Associates first reported a position in JELD-WEN Holding in Q3 2025 and has held it in 4 quarters since.
  • 146 funds tracked by Wall St. Rank held JELD-WEN Holding as of Q2 2026.

Based on Phil A. Younker & Associates's 13F filing for Q2 2026, filed 7 Aug 2026.