Beirne Wealth Consulting Services’s Tidewater TDW Stock Holding History

Beirne Wealth Consulting 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
2026 Q2	$333K	Sell	5,000 -2,500	-33%	-$198K	0.07%	78
2026 Q1	$627K	Hold	7,500	–	–	0.18%	59
2025 Q4	$379K	Hold	7,500	–	–	0.11%	80
2025 Q3	$400K	Hold	7,500	–	–	0.1%	124
2025 Q2	$346K	Hold	7,500	–	–	0.11%	76
2025 Q1	$317K	Hold	7,500	–	–	0.11%	78
2024 Q4	$410K	Hold	7,500	–	–	0.15%	66
2024 Q3	$538K	Hold	7,500	–	–	0.19%	57
2024 Q2	$714K	Sell	7,500 -5,000	-40%	-$493K	0.29%	50
2024 Q1	$1.15M	Hold	12,500	–	–	0.49%	38
2023 Q4	$901K	Hold	12,500	–	–	0.45%	48
2023 Q3	$693K	Hold	12,500	–	–	0.55%	40
2023 Q2	$693K	Hold	12,500	–	–	0.55%	40
2023 Q1	$551K	Buy	+12,500	New	+$537K	0.39%	49
2022 Q4	–	Sell	-27,500	Closed	-$597K	–	115
2022 Q3	$597K	Hold	27,500	–	–	0.23%	55
2022 Q2	$580K	Sell	27,500 -7,500	-21%	-$173K	0.38%	47
2022 Q1	$761K	Hold	35,000	–	–	0.42%	48
2021 Q4	$375K	Hold	35,000	–	–	0.21%	65
2021 Q3	$422K	Buy	35,000 +5,000	+17%	+$56.8K	0.24%	58
2021 Q2	$361K	Hold	30,000	–	–	0.2%	68
2021 Q1	$376K	Buy	+30,000	New	+$364K	0.22%	58

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

Beirne Wealth Consulting Services's TDW Position: Q2 2026 in Review

Beirne Wealth Consulting Services reduced its Tidewater (TDW) stake by 33% in Q2 2026, selling an estimated $198K and leaving 5,000 shares worth $333K. The position accounts for 0.07% of the portfolio, ranked #78.

Beirne Wealth Consulting Services first reported a position in TDW in Q1 2021 and has held it in 21 quarters since. The position peaked at $1.15M in Q1 2024. 362 funds tracked by Wall St. Rank hold TDW as of Q2 2026.

Beirne Wealth Consulting Services held 5,000 shares of Tidewater worth $333K as of Q2 2026.
Beirne Wealth Consulting Services sold 2,500 Tidewater shares in Q2 2026, an estimated $198K.
Tidewater made up 0.07% of Beirne Wealth Consulting Services's portfolio in Q2 2026, its #78 holding.
Beirne Wealth Consulting Services first reported a position in Tidewater in Q1 2021 and has held it in 21 quarters since.
Beirne Wealth Consulting Services's Tidewater position peaked at $1.15M in Q1 2024.
362 funds tracked by Wall St. Rank held Tidewater as of Q2 2026.

Based on Beirne Wealth Consulting Services's 13F filing for Q2 2026, filed 15 Jul 2026.