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Mindset Wealth Management’s Brookdale Senior Living BKD Stock Holding History

Mindset Wealth Management’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 		$402K Hold
25,000
– – 0.08% 112
2026
Q1 		$342K Buy
+25,000
New +$350K 0.09% 114

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Mindset Wealth Management's BKD Position: Q2 2026 in Review

Mindset Wealth Management held its Brookdale Senior Living (BKD) position steady in Q2 2026 at 25,000 shares worth $402K. The position accounts for 0.08% of the portfolio, ranked #112.

Mindset Wealth Management first reported a position in BKD in Q1 2026 and has held it in 2 quarters since. 293 funds tracked by Wall St. Rank hold BKD as of Q2 2026.

  • Mindset Wealth Management held 25,000 shares of Brookdale Senior Living worth $402K as of Q2 2026.
  • Mindset Wealth Management left its Brookdale Senior Living share count unchanged in Q2 2026.
  • Brookdale Senior Living made up 0.08% of Mindset Wealth Management's portfolio in Q2 2026, its #112 holding.
  • Mindset Wealth Management first reported a position in Brookdale Senior Living in Q1 2026 and has held it in 2 quarters since.
  • 293 funds tracked by Wall St. Rank held Brookdale Senior Living as of Q2 2026.

Based on Mindset Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.