Capital Advisors Ltd’s Tidewater TDW Stock Holding History

Capital Advisors Ltd’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	$2K	Buy	26 +21	+420%	+$1.46K	﹤0.01%	1124
2025 Q4	$0	Sell	5 -21	-81%	-$1.11K	﹤0.01%	1567
2025 Q3	$1K	Hold	26	–	–	﹤0.01%	1292
2025 Q2	$1K	Sell	26 -54	-68%	-$2.19K	﹤0.01%	1270
2025 Q1	$3K	Buy	80 +7	+10%	+$348	﹤0.01%	1013
2024 Q4	$4K	Hold	73	–	–	﹤0.01%	980
2024 Q3	$5K	Hold	73	–	–	﹤0.01%	931
2024 Q2	$7K	Hold	73	–	–	﹤0.01%	851
2024 Q1	$7K	Hold	73	–	–	﹤0.01%	811
2023 Q4	$5K	Hold	73	–	–	﹤0.01%	857
2023 Q3	$5K	Hold	73	–	–	﹤0.01%	838
2023 Q2	$4K	Hold	73	–	–	﹤0.01%	908
2023 Q1	$3K	Hold	73	–	–	﹤0.01%	847
2022 Q4	$3K	Buy	+73	New	+$2.22K	﹤0.01%	801

Other funds holding TDW

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Neuberger Berman Group

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Robotti Robert $641M AUM 66.01% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

American Century Companies

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return