IFWM
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Institute for Wealth Management’s Tidewater TDW Stock Holding History

Institute for Wealth 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
2026
Q2 		$15.7K Buy
+236
New +$18.7K ﹤0.01% 1199

Other funds holding TDW

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
RR
Robotti Robert $620M AUM 55.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
HP
Hosking Partners London, United Kingdom $3.01B AUM 83.99% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
OWIM
Old West Investment Management Los Angeles, California $944M AUM 90.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Institute for Wealth Management's TDW Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in Tidewater (TDW) in Q2 2026: 236 shares worth $15.7K. The stake represents ﹤0.01% of the portfolio and ranks #1199 among its holdings.

163 funds tracked by Wall St. Rank hold TDW as of Q2 2026.

  • Institute for Wealth Management held 236 shares of Tidewater worth $15.7K as of Q2 2026.
  • Tidewater was a new Institute for Wealth Management position in Q2 2026.
  • Tidewater made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #1199 holding.
  • 163 funds tracked by Wall St. Rank held Tidewater as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.