HighTower Advisors

HighTower Advisors’s Tidewater TDW Stock Holding History

HighTower 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 Q1	$1.43M	Buy	17,128 +5,017	+41%	+$349K	﹤0.01%	1939
2025 Q4	$612K	Sell	12,111 -6,379	-34%	-$337K	﹤0.01%	2465
2025 Q3	$986K	Buy	18,490 +6,370	+53%	+$349K	﹤0.01%	2105
2025 Q2	$559K	Buy	12,120 +994	+9%	+$40.3K	﹤0.01%	2424
2025 Q1	$470K	Sell	11,126 -5,617	-34%	-$279K	﹤0.01%	2510
2024 Q4	$916K	Buy	16,743 +2,666	+19%	+$152K	﹤0.01%	2023
2024 Q3	$1.01M	Sell	14,077 -13,169	-48%	-$1.15M	﹤0.01%	1926
2024 Q2	$2.6M	Buy	27,246 +13,669	+101%	+$1.35M	﹤0.01%	1310
2024 Q1	$1.25M	Buy	13,577 +1,401	+12%	+$104K	﹤0.01%	1685
2023 Q4	$880K	Sell	12,176 -1,118	-8%	-$72.4K	﹤0.01%	1912
2023 Q3	$931K	Buy	13,294 +8,799	+196%	+$556K	﹤0.01%	1820
2023 Q2	$248K	Buy	+4,495	New	+$206K	﹤0.01%	2696
2017 Q2	–	Sell	-341	Closed	-$13K	–	2321
2017 Q1	$13K	Buy	+341	New	+$19.3K	﹤0.01%	1993
2016 Q1	–	Sell	-4,723	Closed	-$1.06M	–	2190
2015 Q4	$1.06M	Sell	4,723 -1,462	-24%	-$516K	0.01%	942
2015 Q3	$2.62M	Sell	6,185 -1,173	-16%	-$675K	0.03%	516
2015 Q2	$5.4M	Buy	+7,358	New	+$5.98M	0.09%	253

Other funds holding TDW

BlackRock New York $5.7T AUM 30.48% 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

Robotti Robert $641M AUM 66.01% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

American Century Companies

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return