Inspire Investing’s Tidewater TDW Stock Holding History

Inspire Investing’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	$947K	Buy	11,332 +131	+1%	+$9.11K	0.06%	341
2025 Q4	$566K	Buy	11,201 +716	+7%	+$37.8K	0.05%	297
2025 Q3	$559K	Buy	10,485 +132	+1%	+$7.23K	0.05%	275
2025 Q2	$478K	Buy	10,353 +1,012	+11%	+$41K	0.05%	287
2025 Q1	$395K	Buy	9,341 +1,370	+17%	+$68.1K	0.05%	317
2024 Q4	$436K	Buy	7,971 +1,726	+28%	+$98.2K	0.05%	344
2024 Q3	$448K	Buy	6,245 +2,076	+50%	+$181K	0.05%	348
2024 Q2	$397K	Sell	4,169 -412	-9%	-$40.6K	0.05%	324
2024 Q1	$421K	Sell	4,581 -740	-14%	-$55.2K	0.04%	362
2023 Q4	$384K	Buy	5,321 +1,032	+24%	+$66.8K	0.04%	570
2023 Q3	$305K	Sell	4,289 -1,376	-24%	-$86.9K	0.04%	753
2023 Q2	$314K	Buy	+5,665	New	+$259K	0.04%	574

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