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
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 $1.18B AUM 19.62% 1-Year Est. Return
VI
Ventas Inc Chicago, Illinois $80M AUM
GAM
Goldentree Asset Management New York $1.69B AUM 10.69% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CM
CastleKnight Management New York $6B AUM 121.87% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
ECM
ExodusPoint Capital Management New York $12.6B AUM 30.13% 1-Year Est. Return

Creative Planning's ARDT Position: Q1 2026 in Review

Creative Planning opened a new position in Ardent Health (ARDT) in Q1 2026: 27,576 shares worth $236K. The stake represents ﹤0.01% of the portfolio and ranks #3616 among its holdings. This is a return to the name: Creative Planning previously reported a position in ARDT as recently as Q2 2025.

Creative Planning first reported a position in ARDT in Q2 2025 and has held it in 2 quarters since. 136 funds tracked by Wall St. Rank hold ARDT as of Q1 2026.

  • Creative Planning held 27,576 shares of Ardent Health worth $236K as of Q1 2026.
  • Ardent Health was a new Creative Planning position in Q1 2026.
  • Ardent Health made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #3616 holding.
  • Creative Planning first reported a position in Ardent Health in Q2 2025 and has held it in 2 quarters since.
  • 136 funds tracked by Wall St. Rank held Ardent Health as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.