Capital Advisors Ltd
ARDT icon

Capital Advisors Ltd’s Ardent Health ARDT Stock Holding History

Capital Advisors Ltd’s Portfolio ARDT Stock Details ARDT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$5K Hold
451
– – ﹤0.01% 1080
2026
Q2 		$4K Sell
451
-29
-6% -$275 ﹤0.01% 1025
2026
Q1 		$4K Buy
+480
New +$4.31K ﹤0.01% 1023

Other funds holding ARDT

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.2B AUM 25.19% 1-Year Est. Return
SummerHaven Investment Management
SummerHaven Investment Management Stamford, Connecticut $179M AUM 57.61% 1-Year Est. Return
STRS Ohio
STRS Ohio Columbus, Ohio $27.1B AUM 34.64% 1-Year Est. Return

Capital Advisors Ltd's ARDT Position: Q3 2026 in Review

Capital Advisors Ltd held its Ardent Health (ARDT) position steady in Q3 2026 at 451 shares worth $5K. The position accounts for ﹤0.01% of the portfolio, ranked #1080.

Capital Advisors Ltd first reported a position in ARDT in Q1 2026 and has held it in 3 quarters since. 57 funds tracked by Wall St. Rank hold ARDT as of Q3 2026.

  • Capital Advisors Ltd held 451 shares of Ardent Health worth $5K as of Q3 2026.
  • Capital Advisors Ltd left its Ardent Health share count unchanged in Q3 2026.
  • Ardent Health made up ﹤0.01% of Capital Advisors Ltd's portfolio in Q3 2026, its #1080 holding.
  • Capital Advisors Ltd first reported a position in Ardent Health in Q1 2026 and has held it in 3 quarters since.
  • 57 funds tracked by Wall St. Rank held Ardent Health as of Q3 2026.

Based on Capital Advisors Ltd's 13F filing for Q3 2026, filed 27 Oct 2026.