Pursue Wealth Partners’s Tidewater TDW Stock Holding History

Pursue Wealth Partners’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
2025 Q2	–	Sell	-23,713	Closed	-$1M	–	125
2025 Q1	$1M	Hold	23,713	–	–	0.61%	43
2024 Q4	$1.3M	Buy	+23,713	New	+$1.35M	0.74%	40

Other funds holding TDW

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Robotti Robert $641M AUM 66.01% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Pursue Wealth Partners's TDW Position: Q2 2025 in Review

Pursue Wealth Partners sold out of Tidewater (TDW) in Q2 2025, closing a stake of 23,713 shares — an estimated $1M sold.

Pursue Wealth Partners first reported a position in TDW in Q4 2024 and held it in 2 quarters. The position peaked at $1.3M in Q4 2024. 306 funds tracked by Wall St. Rank hold TDW as of Q2 2025.

Pursue Wealth Partners reported no remaining Tidewater position as of Q2 2025 after selling out during the quarter.
Pursue Wealth Partners sold 23,713 Tidewater shares in Q2 2025, an estimated $1M.
Pursue Wealth Partners first reported a position in Tidewater in Q4 2024 and held it in 2 quarters.
Pursue Wealth Partners's Tidewater position peaked at $1.3M in Q4 2024.
306 funds tracked by Wall St. Rank held Tidewater as of Q2 2025.

Based on Pursue Wealth Partners's 13F filing for Q2 2025, filed 13 Aug 2025.