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HHM Wealth Advisors’s Tidewater TDW Stock Holding History

HHM 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
2025
Q4 		– Sell
-36
Closed -$1.92K – 885
2025
Q3 		$1.92K Buy
+36
New +$1.97K ﹤0.01% 787

Other funds holding TDW

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
RR
Robotti Robert $641M AUM 66.01% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

HHM Wealth Advisors's TDW Position: Q4 2025 in Review

HHM Wealth Advisors sold out of Tidewater (TDW) in Q4 2025, closing a stake of 36 shares — an estimated $1.92K sold.

HHM Wealth Advisors first reported a position in TDW in Q3 2025 and held it in 1 quarter. The position peaked at $1.92K in Q3 2025. 335 funds tracked by Wall St. Rank hold TDW as of Q4 2025.

  • HHM Wealth Advisors reported no remaining Tidewater position as of Q4 2025 after selling out during the quarter.
  • HHM Wealth Advisors sold 36 Tidewater shares in Q4 2025, an estimated $1.92K.
  • HHM Wealth Advisors first reported a position in Tidewater in Q3 2025 and held it in 1 quarter.
  • HHM Wealth Advisors's Tidewater position peaked at $1.92K in Q3 2025.
  • 335 funds tracked by Wall St. Rank held Tidewater as of Q4 2025.

Based on HHM Wealth Advisors's 13F filing for Q4 2025, filed 22 Jan 2026.