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Root Financial Partners’s JELD-WEN Holding JELD Stock Holding History

Root Financial Partners’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 		$293 Buy
+236
New +$516 ﹤0.01% 3046

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

Root Financial Partners's JELD Position: Q1 2026 in Review

Root Financial Partners opened a new position in JELD-WEN Holding (JELD) in Q1 2026: 236 shares worth $293. The stake represents ﹤0.01% of the portfolio and ranks #3046 among its holdings.

150 funds tracked by Wall St. Rank hold JELD as of Q1 2026.

  • Root Financial Partners held 236 shares of JELD-WEN Holding worth $293 as of Q1 2026.
  • JELD-WEN Holding was a new Root Financial Partners position in Q1 2026.
  • JELD-WEN Holding made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #3046 holding.
  • 150 funds tracked by Wall St. Rank held JELD-WEN Holding as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.