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Abound Wealth Management’s Tidewater TDW Stock Holding History

Abound Wealth Management’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 		$1.11K Hold
17
– – ﹤0.01% 808
2026
Q1 		$1.39K Buy
17
+14
+467% +$974 ﹤0.01% 956
2025
Q4 		$152 Hold
3
– – ﹤0.01% 1287
2025
Q3 		$160 Hold
3
– – ﹤0.01% 1201
2025
Q2 		$139 Hold
3
– – ﹤0.01% 1162
2025
Q1 		$127 Hold
3
– – ﹤0.01% 1170
2024
Q4 		$165 Hold
3
– – ﹤0.01% 1147
2024
Q3 		$216 Hold
3
– – ﹤0.01% 1117
2024
Q2 		$286 Buy
+3
New +$296 ﹤0.01% 998

Other funds holding TDW

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
RR
Robotti Robert $620M AUM 55.18% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Abound Wealth Management's TDW Position: Q2 2026 in Review

Abound Wealth Management held its Tidewater (TDW) position steady in Q2 2026 at 17 shares worth $1.11K. The position accounts for ﹤0.01% of the portfolio, ranked #808.

Abound Wealth Management first reported a position in TDW in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.39K in Q1 2026. 363 funds tracked by Wall St. Rank hold TDW as of Q2 2026.

  • Abound Wealth Management held 17 shares of Tidewater worth $1.11K as of Q2 2026.
  • Abound Wealth Management left its Tidewater share count unchanged in Q2 2026.
  • Tidewater made up ﹤0.01% of Abound Wealth Management's portfolio in Q2 2026, its #808 holding.
  • Abound Wealth Management first reported a position in Tidewater in Q2 2024 and has held it in 9 quarters since.
  • Abound Wealth Management's Tidewater position peaked at $1.39K in Q1 2026.
  • 363 funds tracked by Wall St. Rank held Tidewater as of Q2 2026.

Based on Abound Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.