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Plante Moran Financial Advisors’s Tidewater TDW Stock Holding History

Plante Moran Financial 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 		$1.47K Buy
+22
New +$1.75K ﹤0.01% 806
2026
Q1 		– Sell
-145
Closed -$7.32K – 856
2025
Q4 		$7.32K Buy
+145
New +$7.66K ﹤0.01% 603
2024
Q4 		– Sell
-14
Closed -$1K – 984
2024
Q3 		$1K Buy
+14
New +$1.22K ﹤0.01% 781

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

Plante Moran Financial Advisors's TDW Position: Q2 2026 in Review

Plante Moran Financial Advisors opened a new position in Tidewater (TDW) in Q2 2026: 22 shares worth $1.47K. The stake represents ﹤0.01% of the portfolio and ranks #806 among its holdings. This is a return to the name: Plante Moran Financial Advisors previously reported a position in TDW as recently as Q4 2025.

Plante Moran Financial Advisors first reported a position in TDW in Q3 2024 and has held it in 3 quarters since. The position peaked at $7.32K in Q4 2025. 362 funds tracked by Wall St. Rank hold TDW as of Q2 2026.

  • Plante Moran Financial Advisors held 22 shares of Tidewater worth $1.47K as of Q2 2026.
  • Tidewater was a new Plante Moran Financial Advisors position in Q2 2026.
  • Tidewater made up ﹤0.01% of Plante Moran Financial Advisors's portfolio in Q2 2026, its #806 holding.
  • Plante Moran Financial Advisors first reported a position in Tidewater in Q3 2024 and has held it in 3 quarters since.
  • Plante Moran Financial Advisors's Tidewater position peaked at $7.32K in Q4 2025.
  • 362 funds tracked by Wall St. Rank held Tidewater as of Q2 2026.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.