Mount Yale Investment Advisors’s Brookdale Senior Living BKD Stock Holding History

Mount Yale Investment 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	$318K	Buy	+19,746	New	+$268K	0.01%	960

Other funds holding BKD

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return

Deerfield Management New York $9.59B AUM 113.36% 1-Year Est. Return

Antipodes Partners Royal Exchange, Australia $5.46B AUM 26.64% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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 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 Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Mount Yale Investment Advisors's BKD Position: Q2 2026 in Review

Mount Yale Investment Advisors opened a new position in Brookdale Senior Living (BKD) in Q2 2026: 19,746 shares worth $318K. The stake represents 0.01% of the portfolio and ranks #960 among its holdings.

292 funds tracked by Wall St. Rank hold BKD as of Q2 2026.

Mount Yale Investment Advisors held 19,746 shares of Brookdale Senior Living worth $318K as of Q2 2026.
Brookdale Senior Living was a new Mount Yale Investment Advisors position in Q2 2026.
Brookdale Senior Living made up 0.01% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #960 holding.
292 funds tracked by Wall St. Rank held Brookdale Senior Living as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.