C
TDW icon

Covestor’s Tidewater TDW Stock Holding History

Covestor’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 		$63K Sell
756
-1,462
-66% -$102K 0.04% 562
2025
Q4 		$112K Sell
2,218
-368
-14% -$19.4K 0.06% 516
2025
Q3 		$138K Sell
2,586
-569
-18% -$31.2K 0.08% 382
2025
Q2 		$146K Buy
3,155
+1,080
+52% +$43.7K 0.09% 333
2025
Q1 		$88K Buy
2,075
+256
+14% +$12.7K 0.06% 567
2024
Q4 		$100K Buy
1,819
+645
+55% +$36.7K 0.06% 531
2024
Q3 		$84K Sell
1,174
-161
-12% -$14K 0.05% 633
2024
Q2 		$127K Buy
1,335
+1,074
+411% +$106K 0.08% 367
2024
Q1 		$24K Hold
261
– – 0.02% 1159
2023
Q4 		$19K Sell
261
-1
-0.4% -$65 0.01% 1224
2023
Q3 		$18K Buy
262
+2
+0.8% +$126 0.01% 1160
2023
Q2 		$14K Buy
260
+255
+5,100% +$11.7K 0.01% 1299
2023
Q1 		$0 Hold
5
– – ﹤0.01% 2597
2022
Q4 		$0 Buy
+5
New +$152 ﹤0.01% 2617

Other funds holding TDW

BlackRock
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
RR
Robotti Robert $641M AUM 66.01% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
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
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