SAG
ARDT

SageView Advisory Group’s Ardent Health ARDT Stock Holding History

SageView Advisory Group’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 		$4.73M Sell
480,447
-160,149
-25% -$1.52M 0.15% 85
2026
Q1 		$5.48M Hold
640,596
– – 0.2% 64
2025
Q4 		$5.66M Sell
640,596
-150,067
-19% -$1.73M 0.19% 66
2025
Q3 		$10.5M Hold
790,663
– – 0.36% 33
2025
Q2 		$8.43M Buy
790,663
+621,430
+367% +$8.37M 0.32% 36
2025
Q1 		$2.33M Buy
+169,233
New +$2.47M 0.1% 112

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

SageView Advisory Group's ARDT Position: Q2 2026 in Review

SageView Advisory Group reduced its Ardent Health (ARDT) stake by 25% in Q2 2026, selling an estimated $1.52M and leaving 480,447 shares worth $4.73M. The position accounts for 0.15% of the portfolio, ranked #85.

SageView Advisory Group first reported a position in ARDT in Q1 2025 and has held it in 6 quarters since. The position peaked at $10.5M in Q3 2025. 139 funds tracked by Wall St. Rank hold ARDT as of Q2 2026.

  • SageView Advisory Group held 480,447 shares of Ardent Health worth $4.73M as of Q2 2026.
  • SageView Advisory Group sold 160,149 Ardent Health shares in Q2 2026, an estimated $1.52M.
  • Ardent Health made up 0.15% of SageView Advisory Group's portfolio in Q2 2026, its #85 holding.
  • SageView Advisory Group first reported a position in Ardent Health in Q1 2025 and has held it in 6 quarters since.
  • SageView Advisory Group's Ardent Health position peaked at $10.5M in Q3 2025.
  • 139 funds tracked by Wall St. Rank held Ardent Health as of Q2 2026.

Based on SageView Advisory Group's 13F filing for Q2 2026, filed 10 Aug 2026.