LFG
TDW icon

Larson Financial Group’s Tidewater TDW Stock Holding History

Larson Financial Group’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 		$10.5K Sell
157
-81
-34% -$6.43K ﹤0.01% 2379
2026
Q1 		$19.9K Buy
238
+68
+40% +$4.73K ﹤0.01% 1852
2025
Q4 		$8.59K Buy
170
+25
+17% +$1.32K ﹤0.01% 2198
2025
Q3 		$7.73K Buy
145
+4
+3% +$219 ﹤0.01% 2152
2025
Q2 		$6.5K Buy
+141
New +$5.71K ﹤0.01% 1984
2025
Q1 		– Sell
-96
Closed -$5.25K – 3198
2024
Q4 		$5.25K Buy
+96
New +$5.46K ﹤0.01% 1651

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

Larson Financial Group's TDW Position: Q2 2026 in Review

Larson Financial Group reduced its Tidewater (TDW) stake by 34% in Q2 2026, selling an estimated $6.43K and leaving 157 shares worth $10.5K. The position accounts for ﹤0.01% of the portfolio, ranked #2379.

Larson Financial Group first reported a position in TDW in Q4 2024 and has held it in 6 quarters since. The position peaked at $19.9K in Q1 2026. 362 funds tracked by Wall St. Rank hold TDW as of Q2 2026.

  • Larson Financial Group held 157 shares of Tidewater worth $10.5K as of Q2 2026.
  • Larson Financial Group sold 81 Tidewater shares in Q2 2026, an estimated $6.43K.
  • Tidewater made up ﹤0.01% of Larson Financial Group's portfolio in Q2 2026, its #2379 holding.
  • Larson Financial Group first reported a position in Tidewater in Q4 2024 and has held it in 6 quarters since.
  • Larson Financial Group's Tidewater position peaked at $19.9K in Q1 2026.
  • 362 funds tracked by Wall St. Rank held Tidewater as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.