COLDSTREAM CAPITAL MANAGEMENT INC
Position in JELD — JELD-WEN Holding, Inc.
CIK 1082339
BELLEVUE, WA
Position in JELD
as of Mar 31, 2026
· filed May 8, 2026
Position Value
$63,298
-$58,624 QoQ
Shares Held
51,047
+3.0% QoQ
Ownership
0.059%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2025
4 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in JELD Over Time
Shares Held
Position Value (USD)
Position in Building Products & Equipment
Industrials · as of Mar 31, 2026COLDSTREAM CAPITAL MANAGEMENT INC holds $9,741,720 across 11 Building Products & Equipment names. JELD ranks #11 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TT |
Trane Technologies plc
|
6,571 | $2,738,398 | |
| 2 | JCI |
Johnson Controls International plc
|
18,516 | $2,424,669 | |
| 3 | SPXC |
SPX Technologies, Inc.
|
4,921 | $983,904 | |
| 4 | CARR |
CARRIER GLOBAL Corp
|
13,347 | $751,569 | |
| 5 | CSL |
Carlisle Companies Inc
|
2,190 | $730,627 | |
| 6 | LII |
Lennox International Inc
|
1,346 | $624,718 | |
| 7 | OC |
Owens Corning
|
5,249 | $568,046 | |
| 8 | BLDR |
Builders FirstSource, Inc.
|
4,792 | $394,525 |
All Filings in JELD
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $63,298 | 51,047 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $121,922 | 49,562 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $489,247 | 99,643 | Shares | Sole | 2025-11-19 | |
| 2025-03-31 | $1,958 | 328 | Shares | Sole | 2025-05-13 | |
| No filing history on record for this holder in this stock. | ||||||