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Physician Wealth Advisors’s Tidewater TDW Stock Holding History

Physician Wealth 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
Q2 		– Sell
-7
Closed -$585 – 2449
2026
Q1 		$585 Buy
+7
New +$487 ﹤0.01% 1864
2025
Q2 		– Sell
-14
Closed -$592 – 1968
2025
Q1 		$592 Buy
+14
New +$696 ﹤0.01% 1346

Other funds holding TDW

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
RR
Robotti Robert $620M AUM 55.18% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Physician Wealth Advisors's TDW Position: Q2 2026 in Review

Physician Wealth Advisors sold out of Tidewater (TDW) in Q2 2026, closing a stake of 7 shares — an estimated $585 sold.

Physician Wealth Advisors first reported a position in TDW in Q1 2025 and held it in 2 quarters. The position peaked at $592 in Q1 2025. 363 funds tracked by Wall St. Rank hold TDW as of Q2 2026.

  • Physician Wealth Advisors reported no remaining Tidewater position as of Q2 2026 after selling out during the quarter.
  • Physician Wealth Advisors sold 7 Tidewater shares in Q2 2026, an estimated $585.
  • Physician Wealth Advisors first reported a position in Tidewater in Q1 2025 and held it in 2 quarters.
  • Physician Wealth Advisors's Tidewater position peaked at $592 in Q1 2025.
  • 363 funds tracked by Wall St. Rank held Tidewater as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.