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Private Wealth Management Group’s Tidewater TDW Stock Holding History

Private Wealth Management 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 		$6.13K Hold
92
– – ﹤0.01% 772
2026
Q1 		$7.69K Hold
92
– – ﹤0.01% 611
2025
Q4 		$4.65K Hold
92
– – ﹤0.01% 808
2025
Q3 		$4.91K Hold
92
– – ﹤0.01% 799
2025
Q2 		$4.24K Buy
+92
New +$3.73K ﹤0.01% 825
2025
Q1 		– Sell
-23
Closed -$1.26K – 1587
2024
Q4 		$1.26K Buy
+23
New +$1.31K ﹤0.01% 1230

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

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

Private Wealth Management Group held its Tidewater (TDW) position steady in Q2 2026 at 92 shares worth $6.13K. The position accounts for ﹤0.01% of the portfolio, ranked #772.

Private Wealth Management Group first reported a position in TDW in Q4 2024 and has held it in 6 quarters since. The position peaked at $7.69K in Q1 2026. 363 funds tracked by Wall St. Rank hold TDW as of Q2 2026.

  • Private Wealth Management Group held 92 shares of Tidewater worth $6.13K as of Q2 2026.
  • Private Wealth Management Group left its Tidewater share count unchanged in Q2 2026.
  • Tidewater made up ﹤0.01% of Private Wealth Management Group's portfolio in Q2 2026, its #772 holding.
  • Private Wealth Management Group first reported a position in Tidewater in Q4 2024 and has held it in 6 quarters since.
  • Private Wealth Management Group's Tidewater position peaked at $7.69K in Q1 2026.
  • 363 funds tracked by Wall St. Rank held Tidewater as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.