Capital Wealth Planning’s Tidewater TDW Stock Holding History

Capital Wealth Planning’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	-7,900	Closed	-$399K	–	177
2025 Q4	$399K	Buy	+7,900	New	+$417K	﹤0.01%	139
2025 Q1	–	Sell	-5,500	Closed	-$301K	–	160
2024 Q4	$301K	Buy	+5,500	New	+$313K	﹤0.01%	118
2024 Q2	–	Sell	-9,400	Closed	-$865K	–	149
2024 Q1	$865K	Buy	+9,400	New	+$701K	0.01%	96

Other funds holding TDW

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Capital Wealth Planning's TDW Position: Q1 2026 in Review

Capital Wealth Planning sold out of Tidewater (TDW) in Q1 2026, closing a stake of 7,900 shares — an estimated $399K sold.

Capital Wealth Planning first reported a position in TDW in Q1 2024 and held it in 3 quarters. The position peaked at $865K in Q1 2024. 365 funds tracked by Wall St. Rank hold TDW as of Q1 2026.

Capital Wealth Planning reported no remaining Tidewater position as of Q1 2026 after selling out during the quarter.
Capital Wealth Planning sold 7,900 Tidewater shares in Q1 2026, an estimated $399K.
Capital Wealth Planning first reported a position in Tidewater in Q1 2024 and held it in 3 quarters.
Capital Wealth Planning's Tidewater position peaked at $865K in Q1 2024.
365 funds tracked by Wall St. Rank held Tidewater as of Q1 2026.

Based on Capital Wealth Planning's 13F filing for Q1 2026, filed 15 May 2026.