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Pinnacle Wealth Management Advisory Group’s Tidewater TDW Stock Holding History

Pinnacle Wealth Management Advisory Group’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 		$290K Sell
4,350
-2,452
-36% -$195K 0.02% 430
2026
Q1 		$568K Sell
6,802
-848
-11% -$59K 0.04% 254
2025
Q4 		$386K Buy
+7,650
New +$404K 0.03% 333

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 $3.38T AUM 44.17% 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

Pinnacle Wealth Management Advisory Group's TDW Position: Q2 2026 in Review

Pinnacle Wealth Management Advisory Group reduced its Tidewater (TDW) stake by 36% in Q2 2026, selling an estimated $195K and leaving 4,350 shares worth $290K. The position accounts for 0.02% of the portfolio, ranked #430.

Pinnacle Wealth Management Advisory Group first reported a position in TDW in Q4 2025 and has held it in 3 quarters since. The position peaked at $568K in Q1 2026. 362 funds tracked by Wall St. Rank hold TDW as of Q2 2026.

  • Pinnacle Wealth Management Advisory Group held 4,350 shares of Tidewater worth $290K as of Q2 2026.
  • Pinnacle Wealth Management Advisory Group sold 2,452 Tidewater shares in Q2 2026, an estimated $195K.
  • Tidewater made up 0.02% of Pinnacle Wealth Management Advisory Group's portfolio in Q2 2026, its #430 holding.
  • Pinnacle Wealth Management Advisory Group first reported a position in Tidewater in Q4 2025 and has held it in 3 quarters since.
  • Pinnacle Wealth Management Advisory Group's Tidewater position peaked at $568K in Q1 2026.
  • 362 funds tracked by Wall St. Rank held Tidewater as of Q2 2026.

Based on Pinnacle Wealth Management Advisory Group's 13F filing for Q2 2026, filed 5 Aug 2026.