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SHP Wealth Management’s Tidewater TDW Stock Holding History

SHP 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 		$1.87K Hold
28
– – ﹤0.01% 1419
2026
Q1 		$2.34K Hold
28
– – ﹤0.01% 1247
2025
Q4 		$1.42K Buy
+28
New +$1.48K ﹤0.01% 1190

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 $3.38T AUM 44.17% 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

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

SHP Wealth Management held its Tidewater (TDW) position steady in Q2 2026 at 28 shares worth $1.87K. The position accounts for ﹤0.01% of the portfolio, ranked #1419.

SHP Wealth Management first reported a position in TDW in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.34K in Q1 2026. 362 funds tracked by Wall St. Rank hold TDW as of Q2 2026.

  • SHP Wealth Management held 28 shares of Tidewater worth $1.87K as of Q2 2026.
  • SHP Wealth Management left its Tidewater share count unchanged in Q2 2026.
  • Tidewater made up ﹤0.01% of SHP Wealth Management's portfolio in Q2 2026, its #1419 holding.
  • SHP Wealth Management first reported a position in Tidewater in Q4 2025 and has held it in 3 quarters since.
  • SHP Wealth Management's Tidewater position peaked at $2.34K in Q1 2026.
  • 362 funds tracked by Wall St. Rank held Tidewater as of Q2 2026.

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