Optimize Financial’s Tidewater TDW Stock Holding History

Optimize 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
2025 Q3	–	Sell	-5,219	Closed	-$241K	–	428
2025 Q2	$241K	Sell	5,219 -36	-0.7%	-$1.46K	0.15%	192
2025 Q1	$222K	Buy	+5,255	New	+$261K	0.08%	167

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 $3.37T AUM 44.26% 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

Optimize Financial's TDW Position: Q3 2025 in Review

Optimize Financial sold out of Tidewater (TDW) in Q3 2025, closing a stake of 5,219 shares — an estimated $241K sold.

Optimize Financial first reported a position in TDW in Q1 2025 and held it in 2 quarters. The position peaked at $241K in Q2 2025. 326 funds tracked by Wall St. Rank hold TDW as of Q3 2025.

Optimize Financial reported no remaining Tidewater position as of Q3 2025 after selling out during the quarter.
Optimize Financial sold 5,219 Tidewater shares in Q3 2025, an estimated $241K.
Optimize Financial first reported a position in Tidewater in Q1 2025 and held it in 2 quarters.
Optimize Financial's Tidewater position peaked at $241K in Q2 2025.
326 funds tracked by Wall St. Rank held Tidewater as of Q3 2025.

Based on Optimize Financial's 13F filing for Q3 2025, filed 5 Nov 2025.