KAS
TDW icon

Kestra Advisory Services’s Tidewater TDW Stock Holding History

Kestra Advisory Services’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 		– Sell
-2,086
Closed -$105K – 4284
2025
Q4 		$105K Buy
+2,086
New +$110K ﹤0.01% 3383
2024
Q4 		– Sell
-3,725
Closed -$267K – 2815
2024
Q3 		$267K Sell
3,725
-320
-8% -$27.9K ﹤0.01% 2165
2024
Q2 		$385K Sell
4,045
-230
-5% -$22.7K ﹤0.01% 1950
2024
Q1 		$393K Sell
4,275
-1,546
-27% -$115K ﹤0.01% 1816
2023
Q4 		$420K Sell
5,821
-570
-9% -$36.9K ﹤0.01% 1630
2023
Q3 		$454K Buy
+6,391
New +$404K ﹤0.01% 1421

Other funds holding TDW

BlackRock
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
RR
Robotti Robert $641M AUM 66.01% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
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
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