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Global Wealth Strategies & Associates’s Brookdale Senior Living BKD Stock Holding History

Global Wealth Strategies & 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
-142
Closed -$1.94K – 137
2026
Q1 		$1.94K Hold
142
– – ﹤0.01% 423
2025
Q4 		$1.53K Hold
142
– – ﹤0.01% 455
2025
Q3 		$1.2K Hold
142
– – ﹤0.01% 419
2025
Q2 		$988 Hold
142
– – ﹤0.01% 334
2025
Q1 		$889 Hold
142
– – ﹤0.01% 428
2024
Q4 		$714 Hold
142
– – ﹤0.01% 359
2024
Q3 		$964 Hold
142
– – ﹤0.01% 324
2024
Q2 		$970 Hold
142
– – ﹤0.01% 291
2024
Q1 		$939 Hold
142
– – ﹤0.01% 312
2023
Q4 		$826 Buy
+142
New +$666 ﹤0.01% 284

Other funds holding BKD

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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

Global Wealth Strategies & Associates's BKD Position: Q2 2026 in Review

Global Wealth Strategies & Associates sold out of Brookdale Senior Living (BKD) in Q2 2026, closing a stake of 142 shares — an estimated $1.94K sold.

Global Wealth Strategies & Associates first reported a position in BKD in Q4 2023 and held it in 10 quarters. The position peaked at $1.94K in Q1 2026. 292 funds tracked by Wall St. Rank hold BKD as of Q2 2026.

  • Global Wealth Strategies & Associates reported no remaining Brookdale Senior Living position as of Q2 2026 after selling out during the quarter.
  • Global Wealth Strategies & Associates sold 142 Brookdale Senior Living shares in Q2 2026, an estimated $1.94K.
  • Global Wealth Strategies & Associates first reported a position in Brookdale Senior Living in Q4 2023 and held it in 10 quarters.
  • Global Wealth Strategies & Associates's Brookdale Senior Living position peaked at $1.94K in Q1 2026.
  • 292 funds tracked by Wall St. Rank held Brookdale Senior Living as of Q2 2026.

Based on Global Wealth Strategies & Associates's 13F filing for Q2 2026, filed 1 Jul 2026.