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Steinberganna Wealth Management’s Tidewater TDW Stock Holding History

Steinberganna 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 		$331K Sell
4,965
-100
-2% -$7.93K 0.13% 93
2026
Q1 		$423K Buy
5,065
+270
+6% +$18.8K 0.2% 67
2025
Q4 		$242K Sell
4,795
-370
-7% -$19.5K 0.11% 100
2025
Q3 		$275K Buy
+5,165
New +$283K 0.13% 96

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

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

Steinberganna Wealth Management reduced its Tidewater (TDW) stake by 2% in Q2 2026, selling an estimated $7.93K and leaving 4,965 shares worth $331K. The position accounts for 0.13% of the portfolio, ranked #93.

Steinberganna Wealth Management first reported a position in TDW in Q3 2025 and has held it in 4 quarters since. The position peaked at $423K in Q1 2026. 361 funds tracked by Wall St. Rank hold TDW as of Q2 2026.

  • Steinberganna Wealth Management held 4,965 shares of Tidewater worth $331K as of Q2 2026.
  • Steinberganna Wealth Management sold 100 Tidewater shares in Q2 2026, an estimated $7.93K.
  • Tidewater made up 0.13% of Steinberganna Wealth Management's portfolio in Q2 2026, its #93 holding.
  • Steinberganna Wealth Management first reported a position in Tidewater in Q3 2025 and has held it in 4 quarters since.
  • Steinberganna Wealth Management's Tidewater position peaked at $423K in Q1 2026.
  • 361 funds tracked by Wall St. Rank held Tidewater as of Q2 2026.

Based on Steinberganna Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.