NewSquare Capital’s Tidewater TDW Stock Holding History

NewSquare Capital’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
2025 Q3	–	Sell	-27	Closed	-$1.25K	–	1119
2025 Q2	$1.25K	Buy	+27	New	+$1.09K	﹤0.01%	1030

Other funds holding TDW

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Robotti Robert $620M AUM 55.18% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

NewSquare Capital's TDW Position: Q3 2025 in Review

NewSquare Capital sold out of Tidewater (TDW) in Q3 2025, closing a stake of 27 shares — an estimated $1.25K sold.

NewSquare Capital first reported a position in TDW in Q2 2025 and held it in 1 quarter. The position peaked at $1.25K in Q2 2025. 326 funds tracked by Wall St. Rank hold TDW as of Q3 2025.

NewSquare Capital reported no remaining Tidewater position as of Q3 2025 after selling out during the quarter.
NewSquare Capital sold 27 Tidewater shares in Q3 2025, an estimated $1.25K.
NewSquare Capital first reported a position in Tidewater in Q2 2025 and held it in 1 quarter.
NewSquare Capital's Tidewater position peaked at $1.25K in Q2 2025.
326 funds tracked by Wall St. Rank held Tidewater as of Q3 2025.

Based on NewSquare Capital's 13F filing for Q3 2025, filed 12 Nov 2025.