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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 – 2813
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 $6.73T AUM 46.02% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Kestra Advisory Services's TDW Position: Q1 2026 in Review

Kestra Advisory Services sold out of Tidewater (TDW) in Q1 2026, closing a stake of 2,086 shares — an estimated $105K sold.

Kestra Advisory Services first reported a position in TDW in Q3 2023 and held it in 6 quarters. The position peaked at $454K in Q3 2023. 365 funds tracked by Wall St. Rank hold TDW as of Q1 2026.

  • Kestra Advisory Services reported no remaining Tidewater position as of Q1 2026 after selling out during the quarter.
  • Kestra Advisory Services sold 2,086 Tidewater shares in Q1 2026, an estimated $105K.
  • Kestra Advisory Services first reported a position in Tidewater in Q3 2023 and held it in 6 quarters.
  • Kestra Advisory Services's Tidewater position peaked at $454K in Q3 2023.
  • 365 funds tracked by Wall St. Rank held Tidewater as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.