Lido Advisors
TDW icon

Lido Advisors’s Tidewater TDW Stock Holding History

Lido 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 		$423K Sell
6,347
-202
-3% -$16K ﹤0.01% 1573
2026
Q1 		$547K Buy
6,549
+1,040
+19% +$72.3K ﹤0.01% 1253
2025
Q4 		$290K Buy
5,509
+149
+3% +$7.87K ﹤0.01% 1586
2025
Q3 		$286K Buy
5,360
+208
+4% +$11.4K ﹤0.01% 1511
2025
Q2 		$238K Buy
5,152
+275
+6% +$11.1K ﹤0.01% 1445
2025
Q1 		$206K Buy
4,877
+292
+6% +$14.5K ﹤0.01% 1374
2024
Q4 		$251K Buy
+4,585
New +$261K ﹤0.01% 1296

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

Lido Advisors's TDW Position: Q2 2026 in Review

Lido Advisors reduced its Tidewater (TDW) stake by 3.1% in Q2 2026, selling an estimated $16K and leaving 6,347 shares worth $423K. The position accounts for ﹤0.01% of the portfolio, ranked #1573.

Lido Advisors first reported a position in TDW in Q4 2024 and has held it in 7 quarters since. The position peaked at $547K in Q1 2026. 363 funds tracked by Wall St. Rank hold TDW as of Q2 2026.

  • Lido Advisors held 6,347 shares of Tidewater worth $423K as of Q2 2026.
  • Lido Advisors sold 202 Tidewater shares in Q2 2026, an estimated $16K.
  • Tidewater made up ﹤0.01% of Lido Advisors's portfolio in Q2 2026, its #1573 holding.
  • Lido Advisors first reported a position in Tidewater in Q4 2024 and has held it in 7 quarters since.
  • Lido Advisors's Tidewater position peaked at $547K in Q1 2026.
  • 363 funds tracked by Wall St. Rank held Tidewater as of Q2 2026.

Based on Lido Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.