Root Financial Partners
TDW icon

Root Financial Partners’s Tidewater TDW Stock Holding History

Root Financial 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
2026
Q3 		$16K Buy
+197
New +$16.6K ﹤0.01% 1669
2026
Q2 		– Sell
-172
Closed -$14.4K – 2885
2026
Q1 		$14.4K Buy
172
+19
+12% +$1.32K ﹤0.01% 1509
2025
Q4 		$7.73K Buy
153
+32
+26% +$1.69K ﹤0.01% 1614
2025
Q3 		$6.45K Buy
+121
New +$6.63K ﹤0.01% 1623

Other funds holding TDW

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Neuberger Berman Group
Neuberger Berman Group New York $148B AUM 31.56% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $106B AUM 2.29% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Root Financial Partners's TDW Position: Q3 2026 in Review

Root Financial Partners opened a new position in Tidewater (TDW) in Q3 2026: 197 shares worth $16K. The stake represents ﹤0.01% of the portfolio and ranks #1669 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in TDW as recently as Q1 2026.

Root Financial Partners first reported a position in TDW in Q3 2025 and has held it in 4 quarters since. 274 funds tracked by Wall St. Rank hold TDW as of Q3 2026.

  • Root Financial Partners held 197 shares of Tidewater worth $16K as of Q3 2026.
  • Tidewater was a new Root Financial Partners position in Q3 2026.
  • Tidewater made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1669 holding.
  • Root Financial Partners first reported a position in Tidewater in Q3 2025 and has held it in 4 quarters since.
  • 274 funds tracked by Wall St. Rank held Tidewater as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.