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Rothschild Investment LLC’s JELD-WEN Holding JELD Stock Holding History

Rothschild Investment LLC’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 		$1.18K Buy
787
+231
+42% +$356 ﹤0.01% 2990
2026
Q1 		$689 Buy
556
+516
+1,290% +$1.13K ﹤0.01% 3012
2025
Q4 		$98 Sell
40
-60
-60% -$197 ﹤0.01% 3207
2025
Q3 		$491 Buy
100
+65
+186% +$348 ﹤0.01% 2835
2025
Q2 		$137 Sell
35
-80
-70% -$357 ﹤0.01% 2966
2025
Q1 		$687 Buy
115
+85
+283% +$631 ﹤0.01% 2516
2024
Q4 		$246 Sell
30
-90
-75% -$1.08K ﹤0.01% 2746
2024
Q3 		$1.9K Buy
120
+100
+500% +$1.47K ﹤0.01% 1754
2024
Q2 		$269 Buy
20
+10
+100% +$167 ﹤0.01% 2356
2024
Q1 		$212 Buy
+10
New +$187 ﹤0.01% 1723

Other funds holding JELD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
GCP
GSA Capital Partners London, United Kingdom $1.59B AUM 39.81% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Walleye Capital
Walleye Capital New York $28B AUM 44.22% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
NFG
Norris Financial Group Greenville, South Carolina $251M AUM 48.4% 1-Year Est. Return
PAYA
Phil A. Younker & Associates Fairbanks, Alaska $148M AUM 11.08% 1-Year Est. Return
SOW
State of Wyoming Cheyenne, Wyoming $989M AUM 52.24% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Rothschild Investment LLC's JELD Position: Q2 2026 in Review

Rothschild Investment LLC increased its JELD-WEN Holding (JELD) stake by 42% in Q2 2026, buying an estimated $356 and bringing the position to 787 shares worth $1.18K. The position accounts for ﹤0.01% of the portfolio, ranked #2990.

Rothschild Investment LLC first reported a position in JELD in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.9K in Q3 2024. 52 funds tracked by Wall St. Rank hold JELD as of Q2 2026.

  • Rothschild Investment LLC held 787 shares of JELD-WEN Holding worth $1.18K as of Q2 2026.
  • Rothschild Investment LLC bought 231 JELD-WEN Holding shares in Q2 2026, an estimated $356.
  • JELD-WEN Holding made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #2990 holding.
  • Rothschild Investment LLC first reported a position in JELD-WEN Holding in Q1 2024 and has held it in 10 quarters since.
  • Rothschild Investment LLC's JELD-WEN Holding position peaked at $1.9K in Q3 2024.
  • 52 funds tracked by Wall St. Rank held JELD-WEN Holding as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.