RWM
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Rialto Wealth Management’s Tidewater TDW Stock Holding History

Rialto Wealth Management’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 		$1.4K Buy
21
+15
+250% +$1.19K ﹤0.01% 1245
2026
Q1 		$502 Buy
6
+3
+100% +$209 ﹤0.01% 1383
2025
Q4 		$152 Hold
3
– – ﹤0.01% 1576
2025
Q3 		$160 Buy
3
+2
+200% +$110 ﹤0.01% 1539
2025
Q2 		$47 Buy
+1
New +$41 ﹤0.01% 1643

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

Rialto Wealth Management's TDW Position: Q2 2026 in Review

Rialto Wealth Management increased its Tidewater (TDW) stake by 250% in Q2 2026, buying an estimated $1.19K and bringing the position to 21 shares worth $1.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1245.

Rialto Wealth Management first reported a position in TDW in Q2 2025 and has held it in 5 quarters since. 363 funds tracked by Wall St. Rank hold TDW as of Q2 2026.

  • Rialto Wealth Management held 21 shares of Tidewater worth $1.4K as of Q2 2026.
  • Rialto Wealth Management bought 15 Tidewater shares in Q2 2026, an estimated $1.19K.
  • Tidewater made up ﹤0.01% of Rialto Wealth Management's portfolio in Q2 2026, its #1245 holding.
  • Rialto Wealth Management first reported a position in Tidewater in Q2 2025 and has held it in 5 quarters since.
  • 363 funds tracked by Wall St. Rank held Tidewater as of Q2 2026.

Based on Rialto Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.