PWA
JELD icon

Physician Wealth Advisors’s JELD-WEN Holding JELD Stock Holding History

Physician Wealth Advisors’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 		– Sell
-274
Closed -$675 – 2161
2025
Q4 		$675 Hold
274
– – ﹤0.01% 1748
2025
Q3 		$1.35K Hold
274
– – ﹤0.01% 1408
2025
Q2 		$1.07K Buy
+274
New +$1.22K ﹤0.01% 1374

Other funds holding JELD

TCAM
Turtle Creek Asset Management Toronto, Ontario, Canada $2.67B AUM 0.64% 1-Year Est. Return
MVP
Miller Value Partners Sarasota, Florida $383M AUM 38.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B 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 $280M AUM 49.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Physician Wealth Advisors's JELD Position: Q1 2026 in Review

Physician Wealth Advisors sold out of JELD-WEN Holding (JELD) in Q1 2026, closing a stake of 274 shares — an estimated $675 sold.

Physician Wealth Advisors first reported a position in JELD in Q2 2025 and held it in 3 quarters. The position peaked at $1.35K in Q3 2025. 150 funds tracked by Wall St. Rank hold JELD as of Q1 2026.

  • Physician Wealth Advisors reported no remaining JELD-WEN Holding position as of Q1 2026 after selling out during the quarter.
  • Physician Wealth Advisors sold 274 JELD-WEN Holding shares in Q1 2026, an estimated $675.
  • Physician Wealth Advisors first reported a position in JELD-WEN Holding in Q2 2025 and held it in 3 quarters.
  • Physician Wealth Advisors's JELD-WEN Holding position peaked at $1.35K in Q3 2025.
  • 150 funds tracked by Wall St. Rank held JELD-WEN Holding as of Q1 2026.

Based on Physician Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.