180 Wealth Advisors’s Tidewater TDW Stock Holding History

180 Wealth Advisors’s Portfolio TDW Stock Details TDW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$534K	Sell	8,017 -900	-10%	-$71.4K	0.05%	275
2026 Q1	$745K	Sell	8,917 -465	-5%	-$32.3K	0.08%	228
2025 Q4	$474K	Buy	9,382 +427	+5%	+$22.6K	0.05%	275
2025 Q3	$478K	Buy	8,955 +195	+2%	+$10.7K	0.06%	270
2025 Q2	$404K	Buy	8,760 +2,438	+39%	+$98.7K	0.06%	280
2025 Q1	$267K	Buy	6,322 +1,287	+26%	+$64K	0.04%	341
2024 Q4	$275K	Buy	5,035 +1,069	+27%	+$60.8K	0.04%	334
2024 Q3	$285K	Buy	3,966 +315	+9%	+$27.4K	0.04%	342
2024 Q2	$355K	Sell	3,651 -349	-9%	-$34.4K	0.06%	286
2024 Q1	$368K	Buy	4,000 +896	+29%	+$66.8K	0.07%	256
2023 Q4	$218K	Sell	3,104 -190	-6%	-$12.3K	0.04%	339
2023 Q3	$234K	Buy	+3,294	New	+$208K	0.05%	301

Other funds holding TDW

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Robotti Robert $620M AUM 55.18% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

180 Wealth Advisors's TDW Position: Q2 2026 in Review

180 Wealth Advisors reduced its Tidewater (TDW) stake by 10% in Q2 2026, selling an estimated $71.4K and leaving 8,017 shares worth $534K. The position accounts for 0.05% of the portfolio, ranked #275.

180 Wealth Advisors first reported a position in TDW in Q3 2023 and has held it in 12 quarters since. The position peaked at $745K in Q1 2026. 362 funds tracked by Wall St. Rank hold TDW as of Q2 2026.

180 Wealth Advisors held 8,017 shares of Tidewater worth $534K as of Q2 2026.
180 Wealth Advisors sold 900 Tidewater shares in Q2 2026, an estimated $71.4K.
Tidewater made up 0.05% of 180 Wealth Advisors's portfolio in Q2 2026, its #275 holding.
180 Wealth Advisors first reported a position in Tidewater in Q3 2023 and has held it in 12 quarters since.
180 Wealth Advisors's Tidewater position peaked at $745K in Q1 2026.
362 funds tracked by Wall St. Rank held Tidewater as of Q2 2026.

Based on 180 Wealth Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.