Corient Private Wealth
TDW icon

Corient Private Wealth’s Tidewater TDW Stock Holding History

Corient Private Wealth’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 		$312K Sell
4,679
-816
-15% -$64.7K ﹤0.01% 2538
2026
Q1 		$459K Buy
5,495
+604
+12% +$42K ﹤0.01% 2079
2025
Q4 		$247K Sell
4,891
-296
-6% -$15.6K ﹤0.01% 2302
2025
Q3 		$277K Buy
5,187
+147
+3% +$8.06K ﹤0.01% 2167
2025
Q2 		$232K Buy
+5,040
New +$204K ﹤0.01% 2143
2024
Q4 		– Sell
-3,115
Closed -$224K – 2533
2024
Q3 		$224K Buy
+3,115
New +$271K ﹤0.01% 2171

Other funds holding TDW

BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Corient Private Wealth's TDW Position: Q2 2026 in Review

Corient Private Wealth reduced its Tidewater (TDW) stake by 15% in Q2 2026, selling an estimated $64.7K and leaving 4,679 shares worth $312K. The position accounts for ﹤0.01% of the portfolio, ranked #2538.

Corient Private Wealth first reported a position in TDW in Q3 2024 and has held it in 6 quarters since. The position peaked at $459K in Q1 2026. 362 funds tracked by Wall St. Rank hold TDW as of Q2 2026.

  • Corient Private Wealth held 4,679 shares of Tidewater worth $312K as of Q2 2026.
  • Corient Private Wealth sold 816 Tidewater shares in Q2 2026, an estimated $64.7K.
  • Tidewater made up ﹤0.01% of Corient Private Wealth's portfolio in Q2 2026, its #2538 holding.
  • Corient Private Wealth first reported a position in Tidewater in Q3 2024 and has held it in 6 quarters since.
  • Corient Private Wealth's Tidewater position peaked at $459K in Q1 2026.
  • 362 funds tracked by Wall St. Rank held Tidewater as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.