Stratos Wealth Advisors’s Tidewater TDW Stock Holding History

Stratos Wealth Advisors’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	–	Sell	-48,742	Closed	-$2.46M	–	675
2025 Q4	$2.46M	Buy	48,742 +11,052	+29%	+$584K	0.12%	187
2025 Q3	$2.01M	Buy	+37,690	New	+$2.07M	0.1%	215

Other funds holding TDW

BlackRock New York $5.72T AUM 30.48% 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 $641M AUM 66.01% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Stratos Wealth Advisors's TDW Position: Q1 2026 in Review

Stratos Wealth Advisors sold out of Tidewater (TDW) in Q1 2026, closing a stake of 48,742 shares — an estimated $2.46M sold.

Stratos Wealth Advisors first reported a position in TDW in Q3 2025 and held it in 2 quarters. The position peaked at $2.46M in Q4 2025. 365 funds tracked by Wall St. Rank hold TDW as of Q1 2026.

Stratos Wealth Advisors reported no remaining Tidewater position as of Q1 2026 after selling out during the quarter.
Stratos Wealth Advisors sold 48,742 Tidewater shares in Q1 2026, an estimated $2.46M.
Stratos Wealth Advisors first reported a position in Tidewater in Q3 2025 and held it in 2 quarters.
Stratos Wealth Advisors's Tidewater position peaked at $2.46M in Q4 2025.
365 funds tracked by Wall St. Rank held Tidewater as of Q1 2026.

Based on Stratos Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.