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C.M. Bidwell & Associates’s Brookdale Senior Living BKD Stock Holding History

C.M. Bidwell & Associates’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 		– Sell
-383
Closed -$5.24K – 505
2026
Q1 		$5.24K Buy
383
+304
+385% +$4.26K ﹤0.01% 317
2025
Q4 		$852 Hold
79
– – ﹤0.01% 433
2025
Q3 		$669 Hold
79
– – ﹤0.01% 455
2025
Q2 		$550 Buy
+79
New +$514 ﹤0.01% 412
2023
Q2 		– Sell
-700
Closed -$2.06K – 519
2023
Q1 		$2.06K Sell
700
-27,237
-97% -$78.2K ﹤0.01% 464
2022
Q4 		$76.3K Buy
27,937
+492
+2% +$1.84K 0.06% 251
2022
Q3 		$117K Buy
+27,445
New +$130K 0.1% 192
2021
Q2 		– Sell
-21,585
Closed -$131K – 567
2021
Q1 		$131K Sell
21,585
-5,990
-22% -$32.2K 0.1% 190
2020
Q4 		$122K Buy
+27,575
New +$102K 0.1% 195
2019
Q4 		– Sell
-9,475
Closed -$72K – 405
2019
Q3 		$72K Buy
9,475
+5,035
+113% +$39.8K 0.07% 213
2019
Q2 		$32K Buy
+4,440
New +$29.3K 0.03% 282
2017
Q3 		– Sell
-4,725
Closed -$70K – 314
2017
Q2 		$70K Buy
+4,725
New +$65.3K 0.01% 194
2016
Q4 		– Sell
-17,880
Closed -$312K – 237
2016
Q3 		$312K Buy
+17,880
New +$308K 0.07% 119

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

C.M. Bidwell & Associates's BKD Position: Q2 2026 in Review

C.M. Bidwell & Associates sold out of Brookdale Senior Living (BKD) in Q2 2026, closing a stake of 383 shares — an estimated $5.24K sold.

C.M. Bidwell & Associates first reported a position in BKD in Q3 2016 and held it in 13 quarters. The position peaked at $312K in Q3 2016. 292 funds tracked by Wall St. Rank hold BKD as of Q2 2026.

  • C.M. Bidwell & Associates reported no remaining Brookdale Senior Living position as of Q2 2026 after selling out during the quarter.
  • C.M. Bidwell & Associates sold 383 Brookdale Senior Living shares in Q2 2026, an estimated $5.24K.
  • C.M. Bidwell & Associates first reported a position in Brookdale Senior Living in Q3 2016 and held it in 13 quarters.
  • C.M. Bidwell & Associates's Brookdale Senior Living position peaked at $312K in Q3 2016.
  • 292 funds tracked by Wall St. Rank held Brookdale Senior Living as of Q2 2026.

Based on C.M. Bidwell & Associates's 13F filing for Q2 2026, filed 11 Aug 2026.