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Bogart Wealth LLC’s Tidewater TDW Stock Holding History

Bogart Wealth LLC’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
Q1 		– Sell
-200
Closed -$10.1K – 1893
2025
Q4 		$10.1K Hold
200
– – ﹤0.01% 864
2025
Q3 		$10.7K Sell
200
-700
-78% -$38.4K ﹤0.01% 820
2025
Q2 		$41.5K Buy
900
+200
+29% +$8.1K ﹤0.01% 480
2025
Q1 		$29.6K Buy
+700
New +$34.8K ﹤0.01% 502

Other funds holding TDW

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Bogart Wealth LLC's TDW Position: Q1 2026 in Review

Bogart Wealth LLC sold out of Tidewater (TDW) in Q1 2026, closing a stake of 200 shares — an estimated $10.1K sold.

Bogart Wealth LLC first reported a position in TDW in Q1 2025 and held it in 4 quarters. The position peaked at $41.5K in Q2 2025. 365 funds tracked by Wall St. Rank hold TDW as of Q1 2026.

  • Bogart Wealth LLC reported no remaining Tidewater position as of Q1 2026 after selling out during the quarter.
  • Bogart Wealth LLC sold 200 Tidewater shares in Q1 2026, an estimated $10.1K.
  • Bogart Wealth LLC first reported a position in Tidewater in Q1 2025 and held it in 4 quarters.
  • Bogart Wealth LLC's Tidewater position peaked at $41.5K in Q2 2025.
  • 365 funds tracked by Wall St. Rank held Tidewater as of Q1 2026.

Based on Bogart Wealth LLC's 13F filing for Q1 2026, filed 28 Apr 2026.