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ORG Wealth Partners’s Tidewater TDW Stock Holding History

ORG Wealth Partners’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
Q2 		– Sell
-204
Closed -$8.76K – 686
2025
Q1 		$8.76K Buy
+204
New +$10.1K ﹤0.01% 545

Other funds holding TDW

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
RR
Robotti Robert $641M AUM 66.01% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

ORG Wealth Partners's TDW Position: Q2 2025 in Review

ORG Wealth Partners sold out of Tidewater (TDW) in Q2 2025, closing a stake of 204 shares — an estimated $8.76K sold.

ORG Wealth Partners first reported a position in TDW in Q1 2025 and held it in 1 quarter. The position peaked at $8.76K in Q1 2025. 306 funds tracked by Wall St. Rank hold TDW as of Q2 2025.

  • ORG Wealth Partners reported no remaining Tidewater position as of Q2 2025 after selling out during the quarter.
  • ORG Wealth Partners sold 204 Tidewater shares in Q2 2025, an estimated $8.76K.
  • ORG Wealth Partners first reported a position in Tidewater in Q1 2025 and held it in 1 quarter.
  • ORG Wealth Partners's Tidewater position peaked at $8.76K in Q1 2025.
  • 306 funds tracked by Wall St. Rank held Tidewater as of Q2 2025.

Based on ORG Wealth Partners's 13F filing for Q2 2025, filed 16 Jul 2025.