Parallel Advisors’s Tidewater TDW Stock Holding History

Parallel Advisors’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	$64K	Buy	766 +208	+37%	+$14.5K	﹤0.01%	1853
2025 Q4	$28.2K	Buy	558 +14	+3%	+$739	﹤0.01%	2131
2025 Q3	$29K	Buy	544 +19	+4%	+$1.04K	﹤0.01%	2071
2025 Q2	$24.2K	Buy	525 +485	+1,213%	+$19.6K	﹤0.01%	2105
2025 Q1	$1.69K	Sell	40 -155	-79%	-$7.71K	﹤0.01%	3023
2024 Q4	$10.7K	Sell	195 -110	-36%	-$6.26K	﹤0.01%	2399
2024 Q3	$21.9K	Sell	305 -27	-8%	-$2.35K	﹤0.01%	2055
2024 Q2	$31.6K	Sell	332 -15	-4%	-$1.48K	﹤0.01%	1745
2024 Q1	$31.9K	Buy	347 +27	+8%	+$2.01K	﹤0.01%	1716
2023 Q4	$23.1K	Buy	320 +181	+130%	+$11.7K	﹤0.01%	1844
2023 Q3	$9.88K	Buy	139 +99	+248%	+$6.25K	﹤0.01%	2205
2023 Q2	$2.22K	Buy	+40	New	+$1.83K	﹤0.01%	2726
2022 Q4	–	Sell	-5	Closed	–	–	3540
2022 Q3	$0	Buy	+5	New	+$107	﹤0.01%	3510
2020 Q2	–	Sell	-106	Closed	–	–	2714
2020 Q1	$0	Buy	+106	New	+$1.43K	﹤0.01%	2652

Other funds holding TDW

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

Robotti Robert $641M AUM 66.01% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 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