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R Squared’s JELD-WEN Holding JELD Stock Holding History

R Squared’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 		$33.6K Buy
22,427
+8,034
+56% +$12.4K 0.02% 469
2026
Q1 		$17.8K Buy
+14,393
New +$31.5K 0.01% 466
2025
Q1 		– Sell
-940
Closed -$7.7K – 899
2024
Q4 		$7.7K Buy
+940
New +$11.3K 0.01% 1216

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

R Squared's JELD Position: Q2 2026 in Review

R Squared increased its JELD-WEN Holding (JELD) stake by 56% in Q2 2026, buying an estimated $12.4K and bringing the position to 22,427 shares worth $33.6K. The position accounts for 0.02% of the portfolio, ranked #469.

R Squared first reported a position in JELD in Q4 2024 and has held it in 3 quarters since. 148 funds tracked by Wall St. Rank hold JELD as of Q2 2026.

  • R Squared held 22,427 shares of JELD-WEN Holding worth $33.6K as of Q2 2026.
  • R Squared bought 8,034 JELD-WEN Holding shares in Q2 2026, an estimated $12.4K.
  • JELD-WEN Holding made up 0.02% of R Squared's portfolio in Q2 2026, its #469 holding.
  • R Squared first reported a position in JELD-WEN Holding in Q4 2024 and has held it in 3 quarters since.
  • 148 funds tracked by Wall St. Rank held JELD-WEN Holding as of Q2 2026.

Based on R Squared's 13F filing for Q2 2026, filed 5 Aug 2026.