Exit Wealth Advisors’s Tidewater TDW Stock Holding History

Exit 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	–	Sell	-2,475	Closed	-$207K	–	175
2026 Q1	$207K	Buy	+2,475	New	+$172K	0.11%	125

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 $3.37T AUM 44.26% 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

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

Exit Wealth Advisors sold out of Tidewater (TDW) in Q2 2026, closing a stake of 2,475 shares — an estimated $207K sold.

Exit Wealth Advisors first reported a position in TDW in Q1 2026 and held it in 1 quarter. The position peaked at $207K in Q1 2026. 361 funds tracked by Wall St. Rank hold TDW as of Q2 2026.

Exit Wealth Advisors reported no remaining Tidewater position as of Q2 2026 after selling out during the quarter.
Exit Wealth Advisors sold 2,475 Tidewater shares in Q2 2026, an estimated $207K.
Exit Wealth Advisors first reported a position in Tidewater in Q1 2026 and held it in 1 quarter.
Exit Wealth Advisors's Tidewater position peaked at $207K in Q1 2026.
361 funds tracked by Wall St. Rank held Tidewater as of Q2 2026.

Based on Exit Wealth Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.