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Aaron Wealth Advisors’s Brookdale Senior Living BKD Stock Holding History

Aaron Wealth Advisors’s Portfolio BKD Stock Details BKD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.42M Sell
88,012
-2,409
-3% -$32.8K 0.07% 179
2026
Q1 		$1.24M Sell
90,421
-710
-0.8% -$9.95K 0.07% 188
2025
Q4 		$983K Sell
91,131
-1,428
-2% -$14K 0.05% 248
2025
Q3 		$784K Hold
92,559
– – 0.05% 290
2025
Q2 		$644K Sell
92,559
-8,386
-8% -$54.5K 0.07% 188
2025
Q1 		$632K Buy
100,945
+320
+0.3% +$1.71K 0.07% 177
2024
Q4 		$506K Hold
100,625
– – 0.06% 197
2024
Q3 		$683K Hold
100,625
– – 0.08% 155
2024
Q2 		$687K Hold
100,625
– – 0.1% 136
2024
Q1 		$665K Hold
100,625
– – 0.1% 130
2023
Q4 		$586K Sell
100,625
-19,912
-17% -$93.4K 0.1% 124
2023
Q3 		$499K Hold
120,537
– – 0.06% 149
2023
Q2 		$509K Hold
120,537
– – 0.07% 154
2023
Q1 		$356K Buy
120,537
+11,213
+10% +$32.2K 0.05% 185
2022
Q4 		$298K Buy
109,324
+9,101
+9% +$34K 0.04% 193
2022
Q3 		$428K Buy
100,223
+223
+0.2% +$1.06K 0.08% 127
2022
Q2 		$454K Hold
100,000
– – 0.11% 109
2022
Q1 		$705K Sell
100,000
-10,000
-9% -$61.1K 0.16% 80
2021
Q4 		$567K Hold
110,000
– – 0.16% 88
2021
Q3 		$693K Hold
110,000
– – 0.2% 67
2021
Q2 		$869K Hold
110,000
– – 0.29% 59
2021
Q1 		$665K Hold
110,000
– – 0.24% 63
2020
Q4 		$487K Buy
+110,000
New +$406K 0.18% 81

Other funds holding BKD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
DM
Deerfield Management New York $9.59B AUM 113.36% 1-Year Est. Return
AP
Antipodes Partners Royal Exchange, Australia $5.46B AUM 26.64% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
CCM
Carronade Capital Management Darien, Connecticut $5.77B AUM 89.67% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
MRCP
Maple Rock Capital Partners Toronto, Ontario, Canada $5.1B AUM 214.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Aaron Wealth Advisors's BKD Position: Q2 2026 in Review

Aaron Wealth Advisors reduced its Brookdale Senior Living (BKD) stake by 2.7% in Q2 2026, selling an estimated $32.8K and leaving 88,012 shares worth $1.42M. The position accounts for 0.07% of the portfolio, ranked #179.

Aaron Wealth Advisors first reported a position in BKD in Q4 2020 and has held it in 23 quarters since. 292 funds tracked by Wall St. Rank hold BKD as of Q2 2026.

  • Aaron Wealth Advisors held 88,012 shares of Brookdale Senior Living worth $1.42M as of Q2 2026.
  • Aaron Wealth Advisors sold 2,409 Brookdale Senior Living shares in Q2 2026, an estimated $32.8K.
  • Brookdale Senior Living made up 0.07% of Aaron Wealth Advisors's portfolio in Q2 2026, its #179 holding.
  • Aaron Wealth Advisors first reported a position in Brookdale Senior Living in Q4 2020 and has held it in 23 quarters since.
  • 292 funds tracked by Wall St. Rank held Brookdale Senior Living as of Q2 2026.

Based on Aaron Wealth Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.