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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
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 $5.72T AUM 30.48% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
RR
Robotti Robert $641M AUM 66.01% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
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
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Twin Peaks Wealth Advisors's TDW Position: Q1 2026 in Review

Twin Peaks Wealth Advisors opened a new position in Tidewater (TDW) in Q1 2026: 182 shares worth $15.2K. The stake represents ﹤0.01% of the portfolio and ranks #833 among its holdings. This is a return to the name: Twin Peaks Wealth Advisors previously reported a position in TDW as recently as Q2 2025.

Twin Peaks Wealth Advisors first reported a position in TDW in Q2 2025 and has held it in 2 quarters since. 363 funds tracked by Wall St. Rank hold TDW as of Q1 2026.

  • Twin Peaks Wealth Advisors held 182 shares of Tidewater worth $15.2K as of Q1 2026.
  • Tidewater was a new Twin Peaks Wealth Advisors position in Q1 2026.
  • Tidewater made up ﹤0.01% of Twin Peaks Wealth Advisors's portfolio in Q1 2026, its #833 holding.
  • Twin Peaks Wealth Advisors first reported a position in Tidewater in Q2 2025 and has held it in 2 quarters since.
  • 363 funds tracked by Wall St. Rank held Tidewater as of Q1 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.