NW
BKD icon

NewEdge Wealth’s Brookdale Senior Living BKD Stock Holding History

NewEdge Wealth’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 		$1.37M Buy
85,106
+5,106
+6% +$69.4K 0.01% 568
2026
Q1 		$1.09M Buy
+80,000
New +$1.12M 0.01% 599

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

NewEdge Wealth's BKD Position: Q2 2026 in Review

NewEdge Wealth increased its Brookdale Senior Living (BKD) stake by 6.4% in Q2 2026, buying an estimated $69.4K and bringing the position to 85,106 shares worth $1.37M. The position accounts for 0.01% of the portfolio, ranked #568.

NewEdge Wealth 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.

  • NewEdge Wealth held 85,106 shares of Brookdale Senior Living worth $1.37M as of Q2 2026.
  • NewEdge Wealth bought 5,106 Brookdale Senior Living shares in Q2 2026, an estimated $69.4K.
  • Brookdale Senior Living made up 0.01% of NewEdge Wealth's portfolio in Q2 2026, its #568 holding.
  • NewEdge Wealth 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 NewEdge Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.