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 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 New York $6.73T AUM 46.02% 1-Year Est. Return

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

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

Robotti Robert $620M AUM 55.18% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

SHP Wealth Management's TDW Position: Q1 2026 in Review

SHP Wealth Management held its Tidewater (TDW) position steady in Q1 2026 at 28 shares worth $2.34K. The position accounts for ﹤0.01% of the portfolio, ranked #1247.

SHP Wealth Management first reported a position in TDW in Q4 2025 and has held it in 2 quarters since. 365 funds tracked by Wall St. Rank hold TDW as of Q1 2026.

SHP Wealth Management held 28 shares of Tidewater worth $2.34K as of Q1 2026.
SHP Wealth Management left its Tidewater share count unchanged in Q1 2026.
Tidewater made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #1247 holding.
SHP Wealth Management first reported a position in Tidewater in Q4 2025 and has held it in 2 quarters since.
365 funds tracked by Wall St. Rank held Tidewater as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.