Carson Wealth (CWM LLC)
TDW icon

Carson Wealth (CWM LLC)’s Tidewater TDW Stock Holding History

Carson Wealth (CWM 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 		$75.6K Buy
905
+16
+2% +$1.11K ﹤0.01% 3494
2025
Q4 		$45K Sell
889
-108
-11% -$5.7K ﹤0.01% 3682
2025
Q3 		$53K Buy
997
+70
+8% +$3.84K ﹤0.01% 3491
2025
Q2 		$43K Buy
927
+422
+84% +$17.1K ﹤0.01% 3402
2025
Q1 		$21K Sell
505
-469
-48% -$23.3K ﹤0.01% 3652
2024
Q4 		$53K Buy
974
+573
+143% +$32.6K ﹤0.01% 2760
2024
Q3 		$29K Sell
401
-67
-14% -$5.84K ﹤0.01% 3129
2024
Q2 		$45K Buy
468
+125
+36% +$12.3K ﹤0.01% 2548
2024
Q1 		$32K Buy
343
+83
+32% +$6.19K ﹤0.01% 2609
2023
Q4 		$19K Sell
260
-61
-19% -$3.95K ﹤0.01% 2817
2023
Q3 		$23K Buy
321
+49
+18% +$3.09K ﹤0.01% 2613
2023
Q2 		$15K Buy
272
+25
+10% +$1.15K ﹤0.01% 2838
2023
Q1 		$11K Buy
247
+55
+29% +$2.36K ﹤0.01% 2907
2022
Q4 		$7K Hold
192
– – ﹤0.01% 3033
2022
Q3 		$4K Buy
+192
New +$4.09K ﹤0.01% 3222

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

Carson Wealth (CWM LLC)'s TDW Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Tidewater (TDW) stake by 1.8% in Q1 2026, buying an estimated $1.11K and bringing the position to 905 shares worth $75.6K. The position accounts for ﹤0.01% of the portfolio, ranked #3494.

Carson Wealth (CWM LLC) first reported a position in TDW in Q3 2022 and has held it in 15 quarters since. 365 funds tracked by Wall St. Rank hold TDW as of Q1 2026.

  • Carson Wealth (CWM LLC) held 905 shares of Tidewater worth $75.6K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 16 Tidewater shares in Q1 2026, an estimated $1.11K.
  • Tidewater made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3494 holding.
  • Carson Wealth (CWM LLC) first reported a position in Tidewater in Q3 2022 and has held it in 15 quarters since.
  • 365 funds tracked by Wall St. Rank held Tidewater as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.