Creative Planning
ARDT

Creative Planning’s Ardent Health ARDT Stock Holding History

Creative Planning’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
Q2 		$518K Buy
52,681
+25,105
+91% +$238K ﹤0.01% 3151
2026
Q1 		$236K Buy
+27,576
New +$247K ﹤0.01% 3616
2025
Q3 		– Sell
-15,793
Closed -$216K – 4038
2025
Q2 		$216K Buy
+15,793
New +$213K ﹤0.01% 3167

Other funds holding ARDT

CTC
Chai Trust Company Chicago, Illinois $1.45B AUM 10.17% 1-Year Est. Return
VI
Ventas Inc Chicago, Illinois $91.9M AUM 27.96% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
GAM
Goldentree Asset Management New York $1.72B AUM 1.39% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 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
BCM
Bridgeway Capital Management Houston, Texas $5.69B AUM 60.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Creative Planning's ARDT Position: Q2 2026 in Review

Creative Planning increased its Ardent Health (ARDT) stake by 91% in Q2 2026, buying an estimated $238K and bringing the position to 52,681 shares worth $518K. The position accounts for ﹤0.01% of the portfolio, ranked #3151.

Creative Planning first reported a position in ARDT in Q2 2025 and has held it in 3 quarters since. 139 funds tracked by Wall St. Rank hold ARDT as of Q2 2026.

  • Creative Planning held 52,681 shares of Ardent Health worth $518K as of Q2 2026.
  • Creative Planning bought 25,105 Ardent Health shares in Q2 2026, an estimated $238K.
  • Ardent Health made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #3151 holding.
  • Creative Planning first reported a position in Ardent Health in Q2 2025 and has held it in 3 quarters since.
  • 139 funds tracked by Wall St. Rank held Ardent Health as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.