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Baron Wealth Management’s Tidewater TDW Stock Holding History

Baron 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 		$219K Buy
3,286
+141
+4% +$11.2K 0.06% 272
2026
Q1 		$263K Buy
+3,145
New +$219K 0.08% 204

Other funds holding TDW

FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
ELI
Empire Life Investments Toronto, Ontario, Canada $1.79B AUM 38.49% 1-Year Est. Return
FISPB
Fideuram - Intesa Sanpaolo Private Banking Turin $3.33B AUM
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
FAMI
Fideuram Asset Management (Ireland) Dublin 1 $5.26B AUM
MAA
Mraz Amerine & Associates Modesto, California $697M AUM 19.37% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

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

Baron Wealth Management increased its Tidewater (TDW) stake by 4.5% in Q2 2026, buying an estimated $11.2K and bringing the position to 3,286 shares worth $219K. The position accounts for 0.06% of the portfolio, ranked #272.

Baron Wealth Management first reported a position in TDW in Q1 2026 and has held it in 2 quarters since. The position peaked at $263K in Q1 2026. 78 funds tracked by Wall St. Rank hold TDW as of Q2 2026.

  • Baron Wealth Management held 3,286 shares of Tidewater worth $219K as of Q2 2026.
  • Baron Wealth Management bought 141 Tidewater shares in Q2 2026, an estimated $11.2K.
  • Tidewater made up 0.06% of Baron Wealth Management's portfolio in Q2 2026, its #272 holding.
  • Baron Wealth Management first reported a position in Tidewater in Q1 2026 and has held it in 2 quarters since.
  • Baron Wealth Management's Tidewater position peaked at $263K in Q1 2026.
  • 78 funds tracked by Wall St. Rank held Tidewater as of Q2 2026.

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