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Summit Securities Group’s Tidewater TDW Stock Holding History

Summit Securities Group’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 		– Sell
-290
Closed -$24.2K – 1367
2026
Q1 		$24.2K Buy
+290
New +$20.2K ﹤0.01% 489
2023
Q1 		– Sell
-400
Closed -$15K – 1280
2022
Q4 		$15K Buy
+400
New +$12.2K ﹤0.01% 965
2014
Q3 		– Sell
-3
Closed -$6K – 796
2014
Q2 		$6K Buy
+3
New +$4.98K ﹤0.01% 434
2013
Q4 		– Sell
-366
Closed -$700K – 590
2013
Q3 		$700K Buy
+366
New +$681K 0.24% 54

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

Summit Securities Group's TDW Position: Q2 2026 in Review

Summit Securities Group sold out of Tidewater (TDW) in Q2 2026, closing a stake of 290 shares — an estimated $24.2K sold.

Summit Securities Group first reported a position in TDW in Q3 2013 and held it in 4 quarters. The position peaked at $700K in Q3 2013. 363 funds tracked by Wall St. Rank hold TDW as of Q2 2026.

  • Summit Securities Group reported no remaining Tidewater position as of Q2 2026 after selling out during the quarter.
  • Summit Securities Group sold 290 Tidewater shares in Q2 2026, an estimated $24.2K.
  • Summit Securities Group first reported a position in Tidewater in Q3 2013 and held it in 4 quarters.
  • Summit Securities Group's Tidewater position peaked at $700K in Q3 2013.
  • 363 funds tracked by Wall St. Rank held Tidewater as of Q2 2026.

Based on Summit Securities Group's 13F filing for Q2 2026, filed 3 Aug 2026.