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Integrated Wealth Concepts’s Tidewater TDW Stock Holding History

Integrated Wealth Concepts’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 		$73.6K Buy
+1,105
New +$87.7K ﹤0.01% 3054

Other funds holding TDW

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
RR
Robotti Robert $620M AUM 55.18% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Integrated Wealth Concepts's TDW Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in Tidewater (TDW) in Q2 2026: 1,105 shares worth $73.6K. The stake represents ﹤0.01% of the portfolio and ranks #3054 among its holdings.

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

  • Integrated Wealth Concepts held 1,105 shares of Tidewater worth $73.6K as of Q2 2026.
  • Tidewater was a new Integrated Wealth Concepts position in Q2 2026.
  • Tidewater made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #3054 holding.
  • 362 funds tracked by Wall St. Rank held Tidewater as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.