EverSource Wealth Advisors, LLC ARDT — ARDENT HEALTH PARTNERS INC COM

Ownership history in EverSource Wealth Advisors, LLC  ·  7 quarters on record

AI Ownership Summary

EverSource Wealth Advisors, LLC reported ARDENT HEALTH PARTNERS INC COM (ARDT) in 7 quarterly 13F filings from 2024 Q4 through 2026 Q2. 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 EverSource Wealth Advisors, LLC's position in ARDENT HEALTH PARTNERS INC COM, 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 Q2

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
2024 Q4 to 2026 Q2

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.

ARDT stock page EverSource Wealth Advisors, LLC fund profile EverSource Wealth Advisors, LLC full holdings
How EverSource Wealth Advisors, LLC held ARDT — position size vs. price
% of Fund (quarterly)    ARDT price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 7 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 REDUCED — — — 1,265 -2,542 -66.8% 0.00% $12K 2026-07-24 $nan
2026 Q1 ADDED — — — 3,807 +3,538 +1315.2% 0.00% $104K 2026-05-18 $10.14
2025 Q4 REDUCED 52.5% -3.1% ✅ 269 -297 -52.5% 0.00% $2K 2026-02-06 $8.94
2025 Q3 ADDED — — — 566 +535 +1725.8% 0.00% $8K 2025-11-10 $13.66
2025 Q2 ADDED — — — 31 +22 +244.4% 0.00% $423 2025-08-13 $12.67
2025 Q1 ADDED — — — 9 +7 +350.0% 0.00% $124 2025-05-13 $14.52
2024 Q4 INITIATED — — — 2 — — 0.00% $34 2025-02-10 $14.72

🏢 Other funds also holding ARDT

As of 2026 Q2 — sorted by position size

Monetary Solutions, Ltd 0.08% WEDGE CAPITAL MANAGEMENT L L P/NC 3Y 7Y 0.05% Abel Hall, LLC 0.02% State of Alaska, Department of Revenue 3Y 7Y 0.0% WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 3Y 7Y 0.0% Capital Advisors, Ltd. LLC 3Y 7Y 0.0% Farther Finance Advisors, LLC 0.0% SJS Investment Consulting Inc. 3Y 0.0% True Wealth Design, LLC 3Y 0.0% Police & Firemen's Retirement System of New Jersey 0.0%

FAQ About EverSource Wealth Advisors, LLC and ARDT

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

How long has EverSource Wealth Advisors, LLC reported owning ARDT?

EverSource Wealth Advisors, LLC reported ARDT across 7 quarterly 13F filings, from 2024 Q4 through 2026 Q2.

What was the largest reported ARDT position in EverSource Wealth Advisors, LLC'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 Q2, when EverSource Wealth Advisors, LLC reported 1,265 shares, equal to 0.00% of portfolio, with an estimated market value of $12K.

What does the chart on this ARDT ownership page compare?

The chart compares EverSource Wealth Advisors, LLC'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 EverSource Wealth Advisors, LLC time their ARDT position?

Based on 13F filing dates vs. subsequent ARDT price moves, EverSource Wealth Advisors, LLC correctly timed 1 out of 6 reported position changes (17%).

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