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Fulcrum Asset Management’s Tidewater TDW Stock Holding History

Fulcrum Asset 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
2025
Q2 		– Sell
-16,558
Closed -$601K – 354
2025
Q1 		$601K Buy
+16,558
New +$823K 0.12% 137

Other funds holding TDW

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
RR
Robotti Robert $641M AUM 66.01% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Fulcrum Asset Management's TDW Position: Q1 2026 in Review

Fulcrum Asset Management increased its Tidewater (TDW) stake by 36% in Q1 2026, buying an estimated $866K and bringing the position to 47,198 shares worth $3.87M. The position accounts for 0.58% of the portfolio, ranked #52.

Fulcrum Asset Management first reported a position in TDW in Q2 2025 and has held it in 4 quarters since. 365 funds tracked by Wall St. Rank hold TDW as of Q1 2026.

  • Fulcrum Asset Management held 47,198 shares of Tidewater worth $3.87M as of Q1 2026.
  • Fulcrum Asset Management bought 12,458 Tidewater shares in Q1 2026, an estimated $866K.
  • Tidewater made up 0.58% of Fulcrum Asset Management's portfolio in Q1 2026, its #52 holding.
  • Fulcrum Asset Management first reported a position in Tidewater in Q2 2025 and has held it in 4 quarters since.
  • 365 funds tracked by Wall St. Rank held Tidewater as of Q1 2026.

Based on Fulcrum Asset Management's 13F filing for Q1 2026, filed 14 May 2026.