NW
TDW icon

Naviter Wealth’s Tidewater TDW Stock Holding History

Naviter Wealth’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 		$6.03M Buy
90,481
+23,984
+36% +$1.9M 0.55% 34
2026
Q1 		$5.56M Sell
66,497
-52,656
-44% -$3.66M 0.69% 28
2025
Q4 		$6.02M Hold
119,153
– – 0.78% 24
2025
Q3 		$6.35M Sell
119,153
-63,073
-35% -$3.46M 0.74% 23
2025
Q2 		$8.41M Buy
182,226
+75,280
+70% +$3.05M 1.04% 16
2025
Q1 		$4.65M Sell
106,946
-60,719
-36% -$3.02M 0.56% 40
2024
Q4 		$9.17M Buy
167,665
+41,615
+33% +$2.37M 1.11% 18
2024
Q3 		$9.05M Buy
126,050
+41,256
+49% +$3.59M 1.26% 14
2024
Q2 		$8.07M Sell
84,794
-164,048
-66% -$16.2M 1.21% 14
2024
Q1 		$22.9M Sell
248,842
-46,972
-16% -$3.5M 3.75% 3
2023
Q4 		$21.3M Sell
295,814
-20,000
-6% -$1.29M 4.29% 2
2023
Q3 		$22.4M Buy
315,814
+149,205
+90% +$9.42M 5.42% 2
2023
Q2 		$9.24M Buy
166,609
+28,600
+21% +$1.31M 2.35% 8
2023
Q1 		$6.08M Sell
138,009
-5,000
-3% -$215K 2.13% 9
2022
Q4 		$6.08M Buy
143,009
+2,432
+2% +$74K 1.67% 15
2022
Q3 		$3.05M Hold
140,577
– – 1.24% 14
2022
Q2 		$2.96M Sell
140,577
-113
-0.1% -$2.6K 1.22% 14
2022
Q1 		$3.06M Hold
140,690
– – 1.02% 33
2021
Q4 		$1.51M Buy
+140,690
New +$1.65M 0.45% 49

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

Naviter Wealth's TDW Position: Q2 2026 in Review

Naviter Wealth increased its Tidewater (TDW) stake by 36% in Q2 2026, buying an estimated $1.9M and bringing the position to 90,481 shares worth $6.03M. The position accounts for 0.55% of the portfolio, ranked #34.

Naviter Wealth first reported a position in TDW in Q4 2021 and has held it in 19 quarters since. The position peaked at $22.9M in Q1 2024. 362 funds tracked by Wall St. Rank hold TDW as of Q2 2026.

  • Naviter Wealth held 90,481 shares of Tidewater worth $6.03M as of Q2 2026.
  • Naviter Wealth bought 23,984 Tidewater shares in Q2 2026, an estimated $1.9M.
  • Tidewater made up 0.55% of Naviter Wealth's portfolio in Q2 2026, its #34 holding.
  • Naviter Wealth first reported a position in Tidewater in Q4 2021 and has held it in 19 quarters since.
  • Naviter Wealth's Tidewater position peaked at $22.9M in Q1 2024.
  • 362 funds tracked by Wall St. Rank held Tidewater as of Q2 2026.

Based on Naviter Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.