Toth Financial Advisory
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Toth Financial Advisory’s Tidewater TDW Stock Holding History

Toth Financial Advisory’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
Q3 		$1.14K Buy
+14
New +$1.18K ﹤0.01% 924
2026
Q2 		– Sell
-14
Closed -$1.17K – 1002
2026
Q1 		$1.17K Buy
14
+11
+367% +$765 ﹤0.01% 794
2025
Q4 		$152 Buy
+3
New +$158 ﹤0.01% 868

Other funds holding TDW

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Neuberger Berman Group
Neuberger Berman Group New York $148B AUM 31.56% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $106B AUM 2.29% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Toth Financial Advisory's TDW Position: Q3 2026 in Review

Toth Financial Advisory opened a new position in Tidewater (TDW) in Q3 2026: 14 shares worth $1.14K. The stake represents ﹤0.01% of the portfolio and ranks #924 among its holdings. This is a return to the name: Toth Financial Advisory previously reported a position in TDW as recently as Q1 2026.

Toth Financial Advisory first reported a position in TDW in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.17K in Q1 2026. 274 funds tracked by Wall St. Rank hold TDW as of Q3 2026.

  • Toth Financial Advisory held 14 shares of Tidewater worth $1.14K as of Q3 2026.
  • Tidewater was a new Toth Financial Advisory position in Q3 2026.
  • Tidewater made up ﹤0.01% of Toth Financial Advisory's portfolio in Q3 2026, its #924 holding.
  • Toth Financial Advisory first reported a position in Tidewater in Q4 2025 and has held it in 3 quarters since.
  • Toth Financial Advisory's Tidewater position peaked at $1.17K in Q1 2026.
  • 274 funds tracked by Wall St. Rank held Tidewater as of Q3 2026.

Based on Toth Financial Advisory's 13F filing for Q3 2026, filed 8 Oct 2026.