Carson Wealth (CWM LLC)
ARDT

Carson Wealth (CWM LLC)’s Ardent Health ARDT Stock Holding History

Carson Wealth (CWM LLC)’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
Q1 		$153K Buy
17,902
+11,194
+167% +$100K ﹤0.01% 2945
2025
Q4 		$59K Sell
6,708
-5,158
-43% -$59.6K ﹤0.01% 3485
2025
Q3 		$157K Buy
11,866
+9,663
+439% +$121K ﹤0.01% 2631
2025
Q2 		$30K Buy
2,203
+2,001
+991% +$26.9K ﹤0.01% 3659
2025
Q1 		$3K Sell
202
-169
-46% -$2.47K ﹤0.01% 4711
2024
Q4 		$6K Buy
+371
New +$6.43K ﹤0.01% 4165

Other funds holding ARDT

CTC
Chai Trust Company Chicago, Illinois $1.18B AUM 19.62% 1-Year Est. Return
VI
Ventas Inc Chicago, Illinois $91.9M AUM 27.96% 1-Year Est. Return
GAM
Goldentree Asset Management New York $1.72B AUM 1.39% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
CM
CastleKnight Management New York $7.38B AUM 133.13% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $5.69B AUM 60.64% 1-Year Est. Return
ECM
ExodusPoint Capital Management New York $15.5B AUM 38.81% 1-Year Est. Return

Carson Wealth (CWM LLC)'s ARDT Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Ardent Health (ARDT) stake by 167% in Q1 2026, buying an estimated $100K and bringing the position to 17,902 shares worth $153K. The position accounts for ﹤0.01% of the portfolio, ranked #2945.

Carson Wealth (CWM LLC) first reported a position in ARDT in Q4 2024 and has held it in 6 quarters since. The position peaked at $157K in Q3 2025. 137 funds tracked by Wall St. Rank hold ARDT as of Q1 2026.

  • Carson Wealth (CWM LLC) held 17,902 shares of Ardent Health worth $153K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 11,194 Ardent Health shares in Q1 2026, an estimated $100K.
  • Ardent Health made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2945 holding.
  • Carson Wealth (CWM LLC) first reported a position in Ardent Health in Q4 2024 and has held it in 6 quarters since.
  • Carson Wealth (CWM LLC)'s Ardent Health position peaked at $157K in Q3 2025.
  • 137 funds tracked by Wall St. Rank held Ardent Health as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.