PHS
TDW icon

Pekin Hardy Strauss’s Tidewater TDW Stock Holding History

Pekin Hardy Strauss’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 		$1.25M Sell
14,925
-3,224
-18% -$224K 0.13% 184
2025
Q4 		$917K Sell
18,149
-1,050
-5% -$55.5K 0.08% 207
2025
Q3 		$1.02M Buy
19,199
+1,130
+6% +$61.9K 0.1% 180
2025
Q2 		$834K Sell
18,069
-6,725
-27% -$272K 0.1% 191
2025
Q1 		$1.05M Sell
24,794
-2,165
-8% -$108K 0.13% 155
2024
Q4 		$1.47M Buy
26,959
+16,600
+160% +$945K 0.19% 118
2024
Q3 		$744K Buy
10,359
+2,100
+25% +$183K 0.09% 191
2024
Q2 		$786K Sell
8,259
-2,600
-24% -$256K 0.11% 164
2024
Q1 		$999K Hold
10,859
– – 0.14% 141
2023
Q4 		$783K Buy
10,859
+7,025
+183% +$455K 0.12% 157
2023
Q3 		$272K Sell
3,834
-3,366
-47% -$213K 0.04% 246
2023
Q2 		$399K Buy
+7,200
New +$330K 0.06% 208

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