Lido Advisors’s Ardent Health ARDT Stock Holding History

Lido Advisors’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	$689K	Buy	70,058 +58	+0.1%	+$550	﹤0.01%	1298
2026 Q1	$599K	Sell	70,000 -20,996	-23%	-$188K	﹤0.01%	1202
2025 Q4	$1.21M	Hold	90,996	–	–	﹤0.01%	928
2025 Q3	$1.21M	Buy	90,996 +996	+1%	+$12.5K	﹤0.01%	874
2025 Q2	$1.23M	Sell	90,000 -30,000	-25%	-$404K	﹤0.01%	759
2025 Q1	$1.65M	Buy	+120,000	New	+$1.75M	0.01%	591

Other funds holding ARDT

CTC

Chai Trust Company Chicago, Illinois $1.45B AUM 10.17% 1-Year Est. Return

Ventas Inc Chicago, Illinois $91.9M AUM 27.96% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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 Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

CastleKnight Management New York $7.38B AUM 133.13% 1-Year Est. Return

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 Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Lido Advisors's ARDT Position: Q2 2026 in Review

Lido Advisors increased its Ardent Health (ARDT) stake by 0.08% in Q2 2026, buying an estimated $550 and bringing the position to 70,058 shares worth $689K. The position accounts for ﹤0.01% of the portfolio, ranked #1298.

Lido Advisors first reported a position in ARDT in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.65M in Q1 2025. 139 funds tracked by Wall St. Rank hold ARDT as of Q2 2026.

Lido Advisors held 70,058 shares of Ardent Health worth $689K as of Q2 2026.
Lido Advisors bought 58 Ardent Health shares in Q2 2026, an estimated $550.
Ardent Health made up ﹤0.01% of Lido Advisors's portfolio in Q2 2026, its #1298 holding.
Lido Advisors first reported a position in Ardent Health in Q1 2025 and has held it in 6 quarters since.
Lido Advisors's Ardent Health position peaked at $1.65M in Q1 2025.
139 funds tracked by Wall St. Rank held Ardent Health as of Q2 2026.

Based on Lido Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.