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Pinnacle Wealth Planning Services’s Tidewater TDW Stock Holding History

Pinnacle Wealth Planning Services’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 		$73.6K Buy
1,105
+27
+3% +$2.14K 0.01% 1045
2026
Q1 		$90.1K Buy
1,078
+47
+5% +$3.27K 0.01% 856
2025
Q4 		$52.1K Buy
+1,031
New +$54.5K 0.01% 1170
2021
Q1 		– Sell
-278
Closed -$2K – 1762
2020
Q4 		$2K Buy
+278
New +$2.21K ﹤0.01% 1986

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

Pinnacle Wealth Planning Services's TDW Position: Q2 2026 in Review

Pinnacle Wealth Planning Services increased its Tidewater (TDW) stake by 2.5% in Q2 2026, buying an estimated $2.14K and bringing the position to 1,105 shares worth $73.6K. The position accounts for 0.01% of the portfolio, ranked #1045.

Pinnacle Wealth Planning Services first reported a position in TDW in Q4 2020 and has held it in 4 quarters since. The position peaked at $90.1K in Q1 2026. 363 funds tracked by Wall St. Rank hold TDW as of Q2 2026.

  • Pinnacle Wealth Planning Services held 1,105 shares of Tidewater worth $73.6K as of Q2 2026.
  • Pinnacle Wealth Planning Services bought 27 Tidewater shares in Q2 2026, an estimated $2.14K.
  • Tidewater made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #1045 holding.
  • Pinnacle Wealth Planning Services first reported a position in Tidewater in Q4 2020 and has held it in 4 quarters since.
  • Pinnacle Wealth Planning Services's Tidewater position peaked at $90.1K in Q1 2026.
  • 363 funds tracked by Wall St. Rank held Tidewater as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.