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Oppenheimer & Co’s Tidewater TDW Stock Holding History

Oppenheimer & Co’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
Q1 		$1.24M Sell
14,900
-4,900
-25% -$341K 0.02% 769
2025
Q4 		$1M Sell
19,800
-850
-4% -$44.9K 0.01% 800
2025
Q3 		$1.1M Sell
20,650
-350
-2% -$19.2K 0.01% 849
2025
Q2 		$969K Buy
21,000
+7,550
+56% +$306K 0.01% 869
2025
Q1 		$569K Buy
+13,450
New +$669K 0.01% 1036
2023
Q3 		– Sell
-4,713
Closed -$261K – 1462
2023
Q2 		$261K Buy
+4,713
New +$216K 0.01% 1211

Other funds holding TDW

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
RR
Robotti Robert $641M AUM 66.01% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return