DWM
TDW icon

Dogwood Wealth Management’s Tidewater TDW Stock Holding History

Dogwood 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 		$3.87K Sell
58
-22
-28% -$1.75K ﹤0.01% 556
2026
Q1 		$6.68K Buy
80
+22
+38% +$1.53K ﹤0.01% 415
2025
Q4 		$2.93K Hold
58
– – ﹤0.01% 505
2025
Q3 		$3.09K Buy
+58
New +$3.18K ﹤0.01% 472

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

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

Dogwood Wealth Management reduced its Tidewater (TDW) stake by 28% in Q2 2026, selling an estimated $1.75K and leaving 58 shares worth $3.87K. The position accounts for ﹤0.01% of the portfolio, ranked #556.

Dogwood Wealth Management first reported a position in TDW in Q3 2025 and has held it in 4 quarters since. The position peaked at $6.68K in Q1 2026. 362 funds tracked by Wall St. Rank hold TDW as of Q2 2026.

  • Dogwood Wealth Management held 58 shares of Tidewater worth $3.87K as of Q2 2026.
  • Dogwood Wealth Management sold 22 Tidewater shares in Q2 2026, an estimated $1.75K.
  • Tidewater made up ﹤0.01% of Dogwood Wealth Management's portfolio in Q2 2026, its #556 holding.
  • Dogwood Wealth Management first reported a position in Tidewater in Q3 2025 and has held it in 4 quarters since.
  • Dogwood Wealth Management's Tidewater position peaked at $6.68K in Q1 2026.
  • 362 funds tracked by Wall St. Rank held Tidewater as of Q2 2026.

Based on Dogwood Wealth Management's 13F filing for Q2 2026, filed 6 Jul 2026.