PAG
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Private Advisor Group’s Tidewater TDW Stock Holding History

Private Advisor 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
Q1 		$585K Buy
6,997
+114
+2% +$7.93K ﹤0.01% 1758
2025
Q4 		$348K Sell
6,883
-52
-0.7% -$2.75K ﹤0.01% 2055
2025
Q3 		$370K Sell
6,935
-409
-6% -$22.4K ﹤0.01% 1949
2025
Q2 		$339K Sell
7,344
-1,954
-21% -$79.1K ﹤0.01% 1912
2025
Q1 		$393K Buy
9,298
+3,983
+75% +$198K ﹤0.01% 1731
2024
Q4 		$291K Buy
5,315
+463
+10% +$26.4K ﹤0.01% 1870
2024
Q3 		$348K Buy
4,852
+600
+14% +$52.3K ﹤0.01% 1839
2024
Q2 		$405K Sell
4,252
-13
-0.3% -$1.28K ﹤0.01% 1686
2024
Q1 		$392K Buy
4,265
+1,347
+46% +$100K ﹤0.01% 1661
2023
Q4 		$210K Buy
+2,918
New +$189K ﹤0.01% 2012
2020
Q3 		– Sell
-250
Closed -$1K – 3221
2020
Q2 		$1K Buy
+250
New +$1.42K ﹤0.01% 3759

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