MassMutual Private Wealth & Trust, FSB JELD — JELD-WEN Holding Inc

Ownership history in MassMutual Private Wealth & Trust, FSB  ·  5 quarters on record

AI Ownership Summary

MassMutual Private Wealth & Trust, FSB reported JELD-WEN Holding Inc (JELD) in 5 quarterly 13F filings from 2024 Q4 through 2026 Q1. The latest visible filing shows JELD at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this JELD ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was MassMutual Private Wealth & Trust, FSB's position in JELD-WEN Holding Inc, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

JELD was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

JELD stock page MassMutual Private Wealth & Trust, FSB fund profile MassMutual Private Wealth & Trust, FSB full holdings
How MassMutual Private Wealth & Trust, FSB held JELD — position size vs. price
% of Fund (quarterly)    JELD price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 5 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 548 +43 +8.5% 0.00% $680 2026-04-13 $1.13
2025 Q4 ADDED — — — 505 +427 +547.4% 0.00% $1K 2026-01-07 $2.26
2025 Q3 UNCHANGED — — — 78 — 0% 0.00% $383 2025-10-22 $4.71
2025 Q2 ADDED — — — 78 +63 +420.0% 0.00% $306 2025-07-09 $4.49
2024 Q4 INITIATED — — — 15 — — 0.00% $123 2025-01-16 $9.35

🏢 Other funds also holding JELD

As of 2026 Q1 — sorted by position size

Phil A. Younker & Associates, Ltd. 0.06% Inspire Investing, LLC 3Y 7Y 0.04% THOMPSON DAVIS & CO., INC. 3Y 7Y 0.01% Parkwoods Wealth Partners, LLC 0.0% Assenagon Asset Management S.A. 3Y 7Y 0.0% Aaron Wealth Advisors LLC 3Y 0.0% Concurrent Investment Advisors, LLC 0.0% STRS OHIO 3Y 7Y 0.0% Merit Financial Group, LLC 3Y 7Y 0.0% SIGNATUREFD, LLC 3Y 7Y 0.0%

FAQ About MassMutual Private Wealth & Trust, FSB and JELD

These are the practical questions this page is built to answer before you even open the full history table.

How long has MassMutual Private Wealth & Trust, FSB reported owning JELD?

MassMutual Private Wealth & Trust, FSB reported JELD across 5 quarterly 13F filings, from 2024 Q4 through 2026 Q1.

What was the largest reported JELD position in MassMutual Private Wealth & Trust, FSB's portfolio?

The largest reported portfolio weight for JELD was 0.00% in 2025 Q4.

What is the latest reported JELD position on this page?

The most recent filing on this page is 2026 Q1, when MassMutual Private Wealth & Trust, FSB reported 548 shares, equal to 0.00% of portfolio, with an estimated market value of $680.

What does the chart on this JELD ownership page compare?

The chart compares MassMutual Private Wealth & Trust, FSB's quarterly JELD portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did MassMutual Private Wealth & Trust, FSB time their JELD position?

Based on 13F filing dates vs. subsequent JELD price moves, MassMutual Private Wealth & Trust, FSB correctly timed 1 out of 3 reported position changes (33%). The annualised alpha on JELD relative to SPY over the holding period was -165.1%.

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