Creative Planning
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Creative Planning’s Tidewater TDW Stock Holding History

Creative 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
Q2 		$3.13M Buy
46,959
+8,027
+21% +$637K ﹤0.01% 1748
2026
Q1 		$3.25M Buy
38,932
+6,565
+20% +$457K ﹤0.01% 1517
2025
Q4 		$1.63M Sell
32,367
-696
-2% -$36.8K ﹤0.01% 1884
2025
Q3 		$1.76M Buy
33,063
+7,875
+31% +$432K ﹤0.01% 1642
2025
Q2 		$1.16M Buy
25,188
+15,854
+170% +$642K ﹤0.01% 1728
2025
Q1 		$395K Sell
9,334
-2,543
-21% -$126K ﹤0.01% 2510
2024
Q4 		$650K Buy
11,877
+1,991
+20% +$113K ﹤0.01% 1986
2024
Q3 		$710K Buy
9,886
+2,965
+43% +$258K ﹤0.01% 1801
2024
Q2 		$659K Buy
6,921
+2,363
+52% +$233K ﹤0.01% 1726
2024
Q1 		$419K Buy
4,558
+1,630
+56% +$122K ﹤0.01% 1993
2023
Q4 		$211K Buy
+2,928
New +$190K ﹤0.01% 2385
2023
Q2 		– Sell
-67
Closed -$2.95K – 2815
2023
Q1 		$2.95K Buy
+67
New +$2.88K ﹤0.01% 2505
2017
Q3 		– Sell
-23
Closed -$1K – 3525
2017
Q2 		$1K Sell
23
-27
-54% -$726 ﹤0.01% 4497
2017
Q1 		$2K Buy
50
+3
+6% +$170 ﹤0.01% 4318
2016
Q4 		$5K Buy
47
+31
+194% +$2.73K ﹤0.01% 3975
2016
Q3 		$1K Hold
16
– – ﹤0.01% 4438
2016
Q2 		$2K Buy
16
+13
+433% +$2.66K ﹤0.01% 4053
2016
Q1 		$1K Buy
+3
New +$593 ﹤0.01% 4176
2014
Q4 		– Sell
-9
Closed -$12K – 4340
2014
Q3 		$12K Buy
+9
New +$14.1K ﹤0.01% 2848

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

Creative Planning's TDW Position: Q2 2026 in Review

Creative Planning increased its Tidewater (TDW) stake by 21% in Q2 2026, buying an estimated $637K and bringing the position to 46,959 shares worth $3.13M. The position accounts for ﹤0.01% of the portfolio, ranked #1748.

Creative Planning first reported a position in TDW in Q3 2014 and has held it in 19 quarters since. The position peaked at $3.25M in Q1 2026. 363 funds tracked by Wall St. Rank hold TDW as of Q2 2026.

  • Creative Planning held 46,959 shares of Tidewater worth $3.13M as of Q2 2026.
  • Creative Planning bought 8,027 Tidewater shares in Q2 2026, an estimated $637K.
  • Tidewater made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #1748 holding.
  • Creative Planning first reported a position in Tidewater in Q3 2014 and has held it in 19 quarters since.
  • Creative Planning's Tidewater position peaked at $3.25M in Q1 2026.
  • 363 funds tracked by Wall St. Rank held Tidewater as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.