OF
ARDT

Optimize Financial’s Ardent Health ARDT Stock Holding History

Optimize Financial’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 		– Sell
-32,748
Closed -$289K – 483
2025
Q4 		$289K Buy
32,748
+468
+1% +$5.41K 0.15% 277
2025
Q3 		$428K Buy
+32,280
New +$404K 0.22% 184

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
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 $287B AUM 42.33% 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

Optimize Financial's ARDT Position: Q1 2026 in Review

Optimize Financial sold out of Ardent Health (ARDT) in Q1 2026, closing a stake of 32,748 shares — an estimated $289K sold.

Optimize Financial first reported a position in ARDT in Q3 2025 and held it in 2 quarters. The position peaked at $428K in Q3 2025. 137 funds tracked by Wall St. Rank hold ARDT as of Q1 2026.

  • Optimize Financial reported no remaining Ardent Health position as of Q1 2026 after selling out during the quarter.
  • Optimize Financial sold 32,748 Ardent Health shares in Q1 2026, an estimated $289K.
  • Optimize Financial first reported a position in Ardent Health in Q3 2025 and held it in 2 quarters.
  • Optimize Financial's Ardent Health position peaked at $428K in Q3 2025.
  • 137 funds tracked by Wall St. Rank held Ardent Health as of Q1 2026.

Based on Optimize Financial's 13F filing for Q1 2026, filed 12 May 2026.