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Avantax Advisory Services’s Tidewater TDW Stock Holding History

Avantax Advisory Services’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
2025
Q2 		$437K Buy
+9,482
New +$384K ﹤0.01% 1665

Other funds holding TDW

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
RR
Robotti Robert $641M AUM 66.01% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Avantax Advisory Services's TDW Position: Q2 2025 in Review

Avantax Advisory Services opened a new position in Tidewater (TDW) in Q2 2025: 9,482 shares worth $437K. The stake represents ﹤0.01% of the portfolio and ranks #1665 among its holdings.

306 funds tracked by Wall St. Rank hold TDW as of Q2 2025.

  • Avantax Advisory Services held 9,482 shares of Tidewater worth $437K as of Q2 2025.
  • Tidewater was a new Avantax Advisory Services position in Q2 2025.
  • Tidewater made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1665 holding.
  • 306 funds tracked by Wall St. Rank held Tidewater as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.