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True Wealth Design’s Ardent Health ARDT Stock Holding History

True Wealth Design’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
Q3 		$2.81K Buy
272
+114
+72% +$1.22K ﹤0.01% 1560
2026
Q2 		$1.56K Buy
158
+102
+182% +$967 ﹤0.01% 1804
2026
Q1 		$480 Buy
+56
New +$502 ﹤0.01% 2070
2025
Q4 		– Sell
-130
Closed -$1.72K – 2870
2025
Q3 		$1.72K Buy
+130
New +$1.63K ﹤0.01% 1523

Other funds holding ARDT

Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
EP
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

True Wealth Design's ARDT Position: Q3 2026 in Review

True Wealth Design increased its Ardent Health (ARDT) stake by 72% in Q3 2026, buying an estimated $1.22K and bringing the position to 272 shares worth $2.81K. The position accounts for ﹤0.01% of the portfolio, ranked #1560.

True Wealth Design first reported a position in ARDT in Q3 2025 and has held it in 4 quarters since. 8 funds tracked by Wall St. Rank hold ARDT as of Q3 2026.

  • True Wealth Design held 272 shares of Ardent Health worth $2.81K as of Q3 2026.
  • True Wealth Design bought 114 Ardent Health shares in Q3 2026, an estimated $1.22K.
  • Ardent Health made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #1560 holding.
  • True Wealth Design first reported a position in Ardent Health in Q3 2025 and has held it in 4 quarters since.
  • 8 funds tracked by Wall St. Rank held Ardent Health as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.