LPL Financial
TDW icon

LPL Financial’s Tidewater TDW Stock Holding History

LPL Financial’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 		$808K Buy
12,121
+3,012
+33% +$239K ﹤0.01% 4606
2026
Q1 		$761K Buy
9,109
+296
+3% +$20.6K ﹤0.01% 4404
2025
Q4 		$445K Buy
8,813
+77
+0.9% +$4.07K ﹤0.01% 4820
2025
Q3 		$466K Buy
8,736
+2,899
+50% +$159K ﹤0.01% 4689
2025
Q2 		$269K Sell
5,837
-898
-13% -$36.4K ﹤0.01% 4850
2025
Q1 		$285K Sell
6,735
-209
-3% -$10.4K ﹤0.01% 4610
2024
Q4 		$380K Buy
6,944
+1,309
+23% +$74.5K ﹤0.01% 4326
2024
Q3 		$405K Sell
5,635
-419
-7% -$36.5K ﹤0.01% 4189
2024
Q2 		$576K Sell
6,054
-3,912
-39% -$386K ﹤0.01% 3746
2024
Q1 		$917K Buy
9,966
+4,058
+69% +$303K ﹤0.01% 3263
2023
Q4 		$426K Sell
5,908
-2,194
-27% -$142K ﹤0.01% 3786
2023
Q3 		$576K Buy
8,102
+3,336
+70% +$211K ﹤0.01% 3364
2023
Q2 		$264K Buy
+4,766
New +$218K ﹤0.01% 3957
2021
Q2 		– Sell
-13,238
Closed -$166K – 4302
2021
Q1 		$166K Sell
13,238
-995
-7% -$12.1K ﹤0.01% 3821
2020
Q4 		$123K Sell
14,233
-7,044
-33% -$55.9K ﹤0.01% 3651
2020
Q3 		$143K Sell
21,277
-12,050
-36% -$79.1K ﹤0.01% 3296
2020
Q2 		$186K Sell
33,327
-2,325
-7% -$13.2K ﹤0.01% 3144
2020
Q1 		$252K Buy
35,652
+1,959
+6% +$26.4K ﹤0.01% 2638
2019
Q4 		$650K Buy
33,693
+5,958
+21% +$95.1K ﹤0.01% 2150
2019
Q3 		$419K Buy
27,735
+1,787
+7% +$33.7K ﹤0.01% 2409
2019
Q2 		$609K Buy
25,948
+48
+0.2% +$1.1K ﹤0.01% 2119
2019
Q1 		$601K Sell
25,900
-1,066
-4% -$23.9K ﹤0.01% 2064
2018
Q4 		$516K Sell
26,966
-2,780
-9% -$72.4K ﹤0.01% 2017
2018
Q3 		$928K Hold
29,746
– – ﹤0.01% 1720
2018
Q2 		$861K Sell
29,746
-732
-2% -$22.9K ﹤0.01% 1722
2018
Q1 		$872K Buy
+30,478
New +$813K ﹤0.01% 1709
2016
Q2 		– Sell
-516
Closed -$98K – 2956
2016
Q1 		$98K Buy
+516
New +$102K ﹤0.01% 2945

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

LPL Financial's TDW Position: Q2 2026 in Review

LPL Financial increased its Tidewater (TDW) stake by 33% in Q2 2026, buying an estimated $239K and bringing the position to 12,121 shares worth $808K. The position accounts for ﹤0.01% of the portfolio, ranked #4606.

LPL Financial first reported a position in TDW in Q1 2016 and has held it in 27 quarters since. The position peaked at $928K in Q3 2018. 362 funds tracked by Wall St. Rank hold TDW as of Q2 2026.

  • LPL Financial held 12,121 shares of Tidewater worth $808K as of Q2 2026.
  • LPL Financial bought 3,012 Tidewater shares in Q2 2026, an estimated $239K.
  • Tidewater made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #4606 holding.
  • LPL Financial first reported a position in Tidewater in Q1 2016 and has held it in 27 quarters since.
  • LPL Financial's Tidewater position peaked at $928K in Q3 2018.
  • 362 funds tracked by Wall St. Rank held Tidewater as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.