Covestor Ltd ARDT β€” ARDENT HEALTH PARTNERS INC

Ownership history in Covestor Ltd  Β·  5 quarters on record

AI Ownership Summary

Covestor Ltd reported ARDENT HEALTH PARTNERS INC (ARDT) in 5 quarterly 13F filings from 2025 Q1 through 2026 Q1. The latest visible filing shows ARDT at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this ARDT ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Covestor Ltd's position in ARDENT HEALTH PARTNERS INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

ARDT was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q1 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Covestor Ltd held ARDT β€” position size vs. price
% of Fund (quarterly)    ARDT price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 5 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED β€” β€” β€” 138 -13 -8.6% 0.00% $1 2026-05-05 $10.02
2025 Q4 ADDED β€” β€” β€” 151 +48 +46.6% 0.00% $1K 2026-02-06 $8.94
2025 Q3 ADDED β€” β€” β€” 103 +19 +22.6% 0.00% $1K 2025-10-30 $14.58
2025 Q2 ADDED β€” β€” β€” 84 +19 +29.2% 0.00% $1K 2025-08-11 $12.04
2025 Q1 INITIATED β€” β€” β€” 65 β€” β€” 0.00% $1K 2025-05-12 $14.83

FAQ About Covestor Ltd and ARDT

These are the practical questions this page is built to answer before you even open the full history table.

How long has Covestor Ltd reported owning ARDT?

Covestor Ltd reported ARDT across 5 quarterly 13F filings, from 2025 Q1 through 2026 Q1.

What was the largest reported ARDT position in Covestor Ltd's portfolio?

The largest reported portfolio weight for ARDT was 0.00% in 2026 Q1.

What is the latest reported ARDT position on this page?

The most recent filing on this page is 2026 Q1, when Covestor Ltd reported 138 shares, equal to 0.00% of portfolio, with an estimated market value of $1.

What does the chart on this ARDT ownership page compare?

The chart compares Covestor Ltd's quarterly ARDT portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Covestor Ltd time their ARDT position?

Based on 13F filing dates vs. subsequent ARDT price moves, Covestor Ltd correctly timed 2 out of 4 reported position changes (50%). The annualised alpha on ARDT relative to SPY over the holding period was -46.6%.

← Back to Covestor Ltd Holdings