EverSource Wealth Advisors’s Tidewater TDW Stock Holding History

EverSource Wealth Advisors’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	$9.13K	Sell	137 -620	-82%	-$49.2K	﹤0.01%	2958
2026 Q1	$63.2K	Sell	757 -11	-1%	-$765	﹤0.01%	1731
2025 Q4	$38.8K	Sell	768 -23	-3%	-$1.22K	﹤0.01%	1926
2025 Q3	$42.2K	Sell	791 -203	-20%	-$11.1K	﹤0.01%	1826
2025 Q2	$45.9K	Buy	994 +870	+702%	+$35.2K	﹤0.01%	1677
2025 Q1	$5.24K	Sell	124 -941	-88%	-$46.8K	﹤0.01%	2469
2024 Q4	$58.3K	Buy	1,065 +333	+45%	+$19K	﹤0.01%	1120
2024 Q3	$52.5K	Sell	732 -1,263	-63%	-$110K	﹤0.01%	1049
2024 Q2	$197K	Buy	1,995 +1,752	+721%	+$173K	0.01%	561
2024 Q1	$22.3K	Buy	+243	New	+$18.1K	﹤0.01%	1314

Other funds holding TDW

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Robotti Robert $620M AUM 55.18% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

EverSource Wealth Advisors's TDW Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Tidewater (TDW) stake by 82% in Q2 2026, selling an estimated $49.2K and leaving 137 shares worth $9.13K. The position accounts for ﹤0.01% of the portfolio, ranked #2958.

EverSource Wealth Advisors first reported a position in TDW in Q1 2024 and has held it in 10 quarters since. The position peaked at $197K in Q2 2024. 362 funds tracked by Wall St. Rank hold TDW as of Q2 2026.

EverSource Wealth Advisors held 137 shares of Tidewater worth $9.13K as of Q2 2026.
EverSource Wealth Advisors sold 620 Tidewater shares in Q2 2026, an estimated $49.2K.
Tidewater made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #2958 holding.
EverSource Wealth Advisors first reported a position in Tidewater in Q1 2024 and has held it in 10 quarters since.
EverSource Wealth Advisors's Tidewater position peaked at $197K in Q2 2024.
362 funds tracked by Wall St. Rank held Tidewater as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.