JFS Wealth Advisors’s Tidewater TDW Stock Holding History

JFS 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
2026 Q2	$2.4K	Buy	36 +3	+9%	+$238	﹤0.01%	1554
2026 Q1	$2.76K	Buy	33 +6	+22%	+$417	﹤0.01%	1414
2025 Q4	$1.36K	Buy	27 +15	+125%	+$792	﹤0.01%	1651
2025 Q3	$640	Buy	12 +10	+500%	+$548	﹤0.01%	1718
2025 Q2	$93	Sell	2 -5	-71%	-$203	﹤0.01%	1814
2025 Q1	$296	Sell	7 -2	-22%	-$99	﹤0.01%	1816
2024 Q4	$493	Sell	9 -10	-53%	-$569	﹤0.01%	1778
2024 Q3	$1.36K	Sell	19 -1	-5%	-$87	﹤0.01%	1618
2024 Q2	$1.91K	Buy	20 +4	+25%	+$395	﹤0.01%	1450
2024 Q1	$1.47K	Hold	16	–	–	﹤0.01%	1544
2023 Q4	$1.15K	Buy	16 +1	+7%	+$65	﹤0.01%	1622
2023 Q3	$1.07K	Buy	15 +7	+88%	+$442	﹤0.01%	1580
2023 Q2	$444	Buy	8 +5	+167%	+$229	﹤0.01%	1778
2023 Q1	$133	Buy	+3	New	+$129	﹤0.01%	1872

Other funds holding TDW

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Robotti Robert $620M AUM 55.18% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

JFS Wealth Advisors's TDW Position: Q2 2026 in Review

JFS Wealth Advisors increased its Tidewater (TDW) stake by 9.1% in Q2 2026, buying an estimated $238 and bringing the position to 36 shares worth $2.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1554.

JFS Wealth Advisors first reported a position in TDW in Q1 2023 and has held it in 14 quarters since. The position peaked at $2.76K in Q1 2026. 362 funds tracked by Wall St. Rank hold TDW as of Q2 2026.

JFS Wealth Advisors held 36 shares of Tidewater worth $2.4K as of Q2 2026.
JFS Wealth Advisors bought 3 Tidewater shares in Q2 2026, an estimated $238.
Tidewater made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #1554 holding.
JFS Wealth Advisors first reported a position in Tidewater in Q1 2023 and has held it in 14 quarters since.
JFS Wealth Advisors's Tidewater position peaked at $2.76K in Q1 2026.
362 funds tracked by Wall St. Rank held Tidewater as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.