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Advisornet Financial’s Tidewater TDW Stock Holding History

Advisornet Financial’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 		$21.9K Hold
328
– – ﹤0.01% 1364
2026
Q1 		$27.4K Buy
328
+42
+15% +$2.92K ﹤0.01% 1250
2025
Q4 		$14.4K Hold
286
– – ﹤0.01% 1429
2025
Q3 		$15.3K Buy
286
+94
+49% +$5.15K ﹤0.01% 1393
2025
Q2 		$8.86K Buy
+192
New +$7.78K ﹤0.01% 1514
2024
Q1 		– Sell
-5
Closed -$361 – 2478
2023
Q4 		$361 Hold
5
– – ﹤0.01% 2187
2023
Q3 		$355 Buy
5
+2
+67% +$126 ﹤0.01% 2051
2023
Q2 		$166 Buy
3
+1
+50% +$46 ﹤0.01% 2237
2023
Q1 		$88 Buy
+2
New +$86 ﹤0.01% 2320

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 $3.38T AUM 44.17% 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

Advisornet Financial's TDW Position: Q2 2026 in Review

Advisornet Financial held its Tidewater (TDW) position steady in Q2 2026 at 328 shares worth $21.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1364.

Advisornet Financial first reported a position in TDW in Q1 2023 and has held it in 9 quarters since. The position peaked at $27.4K in Q1 2026. 362 funds tracked by Wall St. Rank hold TDW as of Q2 2026.

  • Advisornet Financial held 328 shares of Tidewater worth $21.9K as of Q2 2026.
  • Advisornet Financial left its Tidewater share count unchanged in Q2 2026.
  • Tidewater made up ﹤0.01% of Advisornet Financial's portfolio in Q2 2026, its #1364 holding.
  • Advisornet Financial first reported a position in Tidewater in Q1 2023 and has held it in 9 quarters since.
  • Advisornet Financial's Tidewater position peaked at $27.4K in Q1 2026.
  • 362 funds tracked by Wall St. Rank held Tidewater as of Q2 2026.

Based on Advisornet Financial's 13F filing for Q2 2026, filed 23 Jul 2026.