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Thompson Davis & Co’s JELD-WEN Holding JELD Stock Holding History

Thompson Davis & Co’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 		$33.4K Buy
22,250
+6,000
+37% +$9.25K 0.02% 164
2026
Q1 		$20.1K Buy
+16,250
New +$35.5K 0.01% 140
2025
Q4 		– Sell
-14,450
Closed -$71K – 174
2025
Q3 		$71K Buy
+14,450
New +$77.3K 0.04% 135

Other funds holding JELD

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
PWP
Parkwoods Wealth Partners Syracuse, New York $622M AUM 24.36% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
AWA
Aaron Wealth Advisors Chicago, Illinois $1.97B AUM 36.91% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $3.89B AUM 40.33% 1-Year Est. Return
EWA
EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.74% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

Thompson Davis & Co's JELD Position: Q2 2026 in Review

Thompson Davis & Co increased its JELD-WEN Holding (JELD) stake by 37% in Q2 2026, buying an estimated $9.25K and bringing the position to 22,250 shares worth $33.4K. The position accounts for 0.02% of the portfolio, ranked #164.

Thompson Davis & Co first reported a position in JELD in Q3 2025 and has held it in 3 quarters since. The position peaked at $71K in Q3 2025. 26 funds tracked by Wall St. Rank hold JELD as of Q2 2026.

  • Thompson Davis & Co held 22,250 shares of JELD-WEN Holding worth $33.4K as of Q2 2026.
  • Thompson Davis & Co bought 6,000 JELD-WEN Holding shares in Q2 2026, an estimated $9.25K.
  • JELD-WEN Holding made up 0.02% of Thompson Davis & Co's portfolio in Q2 2026, its #164 holding.
  • Thompson Davis & Co first reported a position in JELD-WEN Holding in Q3 2025 and has held it in 3 quarters since.
  • Thompson Davis & Co's JELD-WEN Holding position peaked at $71K in Q3 2025.
  • 26 funds tracked by Wall St. Rank held JELD-WEN Holding as of Q2 2026.

Based on Thompson Davis & Co's 13F filing for Q2 2026, filed 29 Jul 2026.