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Twin Peaks Wealth Advisors’s Tidewater TDW Stock Holding History

Twin Peaks 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
Q2 		– Sell
-182
Closed -$15.2K – 1982
2026
Q1 		$15.2K Buy
+182
New +$12.7K ﹤0.01% 833
2025
Q3 		– Sell
-238
Closed -$13.2K – 1907
2025
Q2 		$13.2K Buy
+238
New +$9.64K ﹤0.01% 790

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

Twin Peaks Wealth Advisors's TDW Position: Q2 2026 in Review

Twin Peaks Wealth Advisors sold out of Tidewater (TDW) in Q2 2026, closing a stake of 182 shares — an estimated $15.2K sold.

Twin Peaks Wealth Advisors first reported a position in TDW in Q2 2025 and held it in 2 quarters. The position peaked at $15.2K in Q1 2026. 362 funds tracked by Wall St. Rank hold TDW as of Q2 2026.

  • Twin Peaks Wealth Advisors reported no remaining Tidewater position as of Q2 2026 after selling out during the quarter.
  • Twin Peaks Wealth Advisors sold 182 Tidewater shares in Q2 2026, an estimated $15.2K.
  • Twin Peaks Wealth Advisors first reported a position in Tidewater in Q2 2025 and held it in 2 quarters.
  • Twin Peaks Wealth Advisors's Tidewater position peaked at $15.2K in Q1 2026.
  • 362 funds tracked by Wall St. Rank held Tidewater as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.