TWD
ARDT

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
Q2 		$1.55K 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

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

True Wealth Design's ARDT Position: Q2 2026 in Review

True Wealth Design increased its Ardent Health (ARDT) stake by 182% in Q2 2026, buying an estimated $967 and bringing the position to 158 shares worth $1.55K. The position accounts for ﹤0.01% of the portfolio, ranked #1804.

True Wealth Design first reported a position in ARDT in Q3 2025 and has held it in 3 quarters since. The position peaked at $1.72K in Q3 2025. 139 funds tracked by Wall St. Rank hold ARDT as of Q2 2026.

  • True Wealth Design held 158 shares of Ardent Health worth $1.55K as of Q2 2026.
  • True Wealth Design bought 102 Ardent Health shares in Q2 2026, an estimated $967.
  • Ardent Health made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #1804 holding.
  • True Wealth Design first reported a position in Ardent Health in Q3 2025 and has held it in 3 quarters since.
  • True Wealth Design's Ardent Health position peaked at $1.72K in Q3 2025.
  • 139 funds tracked by Wall St. Rank held Ardent Health as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.