Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Brookdale Senior Living BKD Stock Holding History

Carson Wealth (CWM LLC)’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
Q1 		$50.8K Buy
3,714
+2,027
+120% +$28.4K ﹤0.01% 3810
2025
Q4 		$18K Buy
1,687
+401
+31% +$3.94K ﹤0.01% 4217
2025
Q3 		$11K Buy
1,286
+211
+20% +$1.61K ﹤0.01% 4416
2025
Q2 		$7K Buy
1,075
+435
+68% +$2.83K ﹤0.01% 4430
2025
Q1 		$4K Buy
640
+231
+56% +$1.24K ﹤0.01% 4512
2024
Q4 		$2K Sell
409
-285
-41% -$1.63K ﹤0.01% 4502
2024
Q3 		$5K Buy
694
+316
+84% +$2.25K ﹤0.01% 4067
2024
Q2 		$3K Buy
378
+367
+3,336% +$2.48K ﹤0.01% 4042
2024
Q1 		$0 Buy
+11
New +$64 ﹤0.01% 4325
2018
Q2 		– Sell
-300
Closed -$2K – 1690
2018
Q1 		$2K Buy
+300
New +$2.54K ﹤0.01% 1152
2017
Q4 		– Sell
-300
Closed -$3K – 1459
2017
Q3 		$3K Hold
300
– – ﹤0.01% 1186
2017
Q2 		$4K Sell
300
-150
-33% -$2.07K ﹤0.01% 905
2017
Q1 		$6K Buy
450
+150
+50% +$2.12K ﹤0.01% 841
2016
Q4 		$4K Buy
+300
New +$4.03K ﹤0.01% 873

Other funds holding BKD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
DM
Deerfield Management New York $8.48B AUM 99.04% 1-Year Est. Return
AP
Antipodes Partners Royal Exchange, Australia $5.19B AUM 36.17% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
CCM
Carronade Capital Management Darien, Connecticut $7.65B AUM 80.26% 1-Year Est. Return
MRCP
Maple Rock Capital Partners Toronto, Ontario, Canada $3.07B AUM 157.2% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Carson Wealth (CWM LLC)'s BKD Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Brookdale Senior Living (BKD) stake by 120% in Q1 2026, buying an estimated $28.4K and bringing the position to 3,714 shares worth $50.8K. The position accounts for ﹤0.01% of the portfolio, ranked #3810.

Carson Wealth (CWM LLC) first reported a position in BKD in Q4 2016 and has held it in 14 quarters since. 282 funds tracked by Wall St. Rank hold BKD as of Q1 2026.

  • Carson Wealth (CWM LLC) held 3,714 shares of Brookdale Senior Living worth $50.8K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 2,027 Brookdale Senior Living shares in Q1 2026, an estimated $28.4K.
  • Brookdale Senior Living made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3810 holding.
  • Carson Wealth (CWM LLC) first reported a position in Brookdale Senior Living in Q4 2016 and has held it in 14 quarters since.
  • 282 funds tracked by Wall St. Rank held Brookdale Senior Living as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.