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Legacy Capital Group California’s Tidewater TDW Stock Holding History

Legacy Capital Group California’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 		$590K Sell
8,851
-147
-2% -$11.7K 0.18% 169
2026
Q1 		$752K Buy
+8,998
New +$626K 0.29% 111

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

Legacy Capital Group California's TDW Position: Q2 2026 in Review

Legacy Capital Group California reduced its Tidewater (TDW) stake by 1.6% in Q2 2026, selling an estimated $11.7K and leaving 8,851 shares worth $590K. The position accounts for 0.18% of the portfolio, ranked #169.

Legacy Capital Group California first reported a position in TDW in Q1 2026 and has held it in 2 quarters since. The position peaked at $752K in Q1 2026. 363 funds tracked by Wall St. Rank hold TDW as of Q2 2026.

  • Legacy Capital Group California held 8,851 shares of Tidewater worth $590K as of Q2 2026.
  • Legacy Capital Group California sold 147 Tidewater shares in Q2 2026, an estimated $11.7K.
  • Tidewater made up 0.18% of Legacy Capital Group California's portfolio in Q2 2026, its #169 holding.
  • Legacy Capital Group California first reported a position in Tidewater in Q1 2026 and has held it in 2 quarters since.
  • Legacy Capital Group California's Tidewater position peaked at $752K in Q1 2026.
  • 363 funds tracked by Wall St. Rank held Tidewater as of Q2 2026.

Based on Legacy Capital Group California's 13F filing for Q2 2026, filed 29 Jul 2026.