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Dakota Wealth Management’s Tidewater TDW Stock Holding History

Dakota Wealth Management’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 		– Sell
-18,195
Closed -$1.52M – 837
2026
Q1 		$1.52M Sell
18,195
-1,027
-5% -$71.4K 0.03% 333
2025
Q4 		$971K Sell
19,222
-3,836
-17% -$203K 0.02% 411
2025
Q3 		$1.23M Buy
23,058
+4,679
+25% +$256K 0.02% 324
2025
Q2 		$848K Buy
+18,379
New +$744K 0.02% 413

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

Dakota Wealth Management's TDW Position: Q2 2026 in Review

Dakota Wealth Management sold out of Tidewater (TDW) in Q2 2026, closing a stake of 18,195 shares — an estimated $1.52M sold.

Dakota Wealth Management first reported a position in TDW in Q2 2025 and held it in 4 quarters. The position peaked at $1.52M in Q1 2026. 363 funds tracked by Wall St. Rank hold TDW as of Q2 2026.

  • Dakota Wealth Management reported no remaining Tidewater position as of Q2 2026 after selling out during the quarter.
  • Dakota Wealth Management sold 18,195 Tidewater shares in Q2 2026, an estimated $1.52M.
  • Dakota Wealth Management first reported a position in Tidewater in Q2 2025 and held it in 4 quarters.
  • Dakota Wealth Management's Tidewater position peaked at $1.52M in Q1 2026.
  • 363 funds tracked by Wall St. Rank held Tidewater as of Q2 2026.

Based on Dakota Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.